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Abbot Downing Strategy Report

The Great Moderation



As we await the next quarterly corporate earnings season, the March edition of the Abbot Downing Strategy Report focuses on data and key factors that demonstrate economic growth is moderating to a more long-term sustainable pace rather than the heady pace we experienced last year. Also in keeping with the theme of moderation, this month’s report discusses how we balance the “not too small/not too big” equation to find unique investment opportunities for our clients. In addition to our monthly updates, we take an illuminating glance at deficit predictions for the future. While many voters (and politicians) ignore budget deficits, the impact could be undeniable as we approach expiration in 2025 of many of the recent tax cuts.