In the end, the second quarter was somewhat uneventful. There were many twists and turns that could have derailed the economy, and our forecast, but in the end some degree of sanity prevailed. The banking system challenges, and concerns of contagion that closed out the first quarter of 2023, subsided. Debt ceiling talks resulted in an outcome that many pundits, from whatever their vantage point, deemed to be a bad deal (so in the end it may..