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COMMENTARY
MARKET AND ECONOMIC COMMENTARY:
Weekly & Monthly Updates

March 2025 Commentary and Economic Outlook
Commentary and Economic Outlook
InfraCap Management
Mar 115 min read
333 views

Atlanta GDP Estimate Lowered to Negative 1.5% for the First Quarter Indicating Recession Risks Rising
The Atlanta Fed GDP Now estimate was revised this morning to negative 1.5% from a prior estimate of positive 2.3%.
InfraCap Management
Mar 22 min read
321 views

Weak PMIs Validate Our Recession Risk Call
Today the Services PMI for January dropped to 49.7 which indicates that services are now contracting.
InfraCap Management
Feb 211 min read
216 views

US Economic Growth Decelerating Rapidly
The US economy is decelerating rapidly with growth likely to drop from a rate of over 3% into the 1-2% range
InfraCap Management
Feb 181 min read
292 views

February 2025 Commentary and Economic Outlook
FEBRUARY 2025 EDITION: Commentary and Economic Outlook Scroll to read full report or click below to skip to specific sections: Headlines...
InfraCap Management
Feb 96 min read
565 views

Global Monetary Base - Update through December 2024 and 2025 Forecast
The team at Infrastructure Capital Advisors tracks the Global Monetary Base, defined as currency in circulation plus bank reserves
InfraCap Management
Jan 171 min read
99 views


2025 Economic and Market Outlook
New York - January 2, 2025 ~ The team at Infrastructure Capital Advisors has completed its 2025 market and economic outlook with a brief...
InfraCap Management
Jan 24 min read
406 views

Fed Executes Hawkish Cut - We Maintain Bullish outlook on inflation and rates
The Fed cuts rates by 25bp as expected but there was a dissent from the cut and the SEP projected only 2 rate cuts in 2025 down from 4
InfraCap Management
Dec 18, 20242 min read
188 views

CPI Bullish for Long Term Inflation Outlook
CPI printed in-line at .3 on core and headline. Importantly, rent and owners equivalent rent finally declined to .2 for the month. ...
InfraCap Management
Dec 11, 20242 min read
198 views

Employment Report Supports Hawkish Cut
The report came in in line at 227,000 vs. expectations of 220,000, but importantly the household survey was very weak with 355,000
InfraCap Management
Dec 8, 20241 min read
853 views


December 2024 Market & Economic Outlook Report & Webinar Invite
DECEMBER 2024 EDITION: Commentary and Economic Outlook Scroll to read full report or click below to skip to specific sections: Headlines...
InfraCap Management
Dec 3, 202411 min read
473 views


Global Monetary Base - Update through September 2024 and 2025 Forecast
GMB was down 0.7% in September and was lower by $520 billion over the last twelve months. We believe that tight global monetary policy ...
InfraCap Management
Nov 8, 20242 min read
110 views
See Other Top InfraCapStories and Reports

March 2025 Commentary and Economic Outlook
Commentary and Economic Outlook

Atlanta GDP Estimate Lowered to Negative 1.5% for the First Quarter Indicating Recession Risks Rising
The Atlanta Fed GDP Now estimate was revised this morning to negative 1.5% from a prior estimate of positive 2.3%.

Weak PMIs Validate Our Recession Risk Call
Today the Services PMI for January dropped to 49.7 which indicates that services are now contracting.
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