Insights

5 minute read

Trump's policy reversals buoy markets.  

7 minute read

Should investors focus on solid hard data or weak soft data?

7 minute read

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

4 minute read

Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.

5 minute read

Fed stays in wait-and-see mode, but makes major changes to its forecast

6 minute read

Bessent preaches short-term pain for long-term gains.

6 minute read

Maybe the Fed’s not done cutting rates this year, after all.

6 minute read

Financial markets roiled by developments in D.C.

6 minute read

On the back of solid holiday retail sales, January's were dismal.

4 minute read

The rally broadens.

7 minute read

New year starts with hiring and wage growth.

7 minute read

Revisions are possible due to inventory and trade data.

6 minute read

Peak policy uncertainty.

5 minute read

Stocks playing catch-up with bond market sell-off.

5 minute read

Employment strength should keep Fed on the sidelines for some time. 

2 minute read

Three things to watch in 2025.

6 minute read

Labor market rebounds from October weather and strikes.

6 minute read

Confidence high and stocks higher as election gives way to holidays.

4 minute read

Will rising post-election confidence boost holiday sales?

5 minute read

Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.

3 minute read

Republicans closing in on 'Red Trifecta.'  

7 minute read

Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.

7 minute read

Will Fed’s data dependency generate market volatility? 

6 minute read

The bullish stock market seems to be overlooking deteriorating fundamentals.

2 minute read

Robust September jobs report supports view the economy is headed for rotation, not recession.

7 minute read

Weakest Back-to-School spending in 15 years.

6 minute read

Federal Reserve ‘recalibrates’ monetary policy.

6 minute read

On the cusp of cutting rates, the only unknowns are the pace and magnitude.

7 minute read

Fed on track to begin cutting rates later this month.

5 minute read

Presidential elections typically gather steam after Labor Day.

5 minute read

Powell adopts dovish tone in his Jackson Hole keynote

5 minute read

Will politicians finally address the ballooning U.S. debt and deficit?

7 minute read

Weak jobs report should prompt Fed to cut rates in September.

7 minute read

Combination could chill the Fed longer than the consensus believes.

6 minute read

The U.S. economy is slowing and inflation declining, but when will the Fed cut rates?

8 minute read

Headline payroll strength hides weaker details.

5 minute read

The presidential debate may be the only one in the election cycle.

6 minute read

Filling up at the pump matters to voters.

7 minute read

Despite dovish inflation data, Fed issues hawkish dots.

8 minute read

Nonfarm payroll strength belies weakness in other areas.

6 minute read

Fed likely to take the summer off.

7 minute read

Baby bust fuels need for immigration and Social Security reform.

6 minute read

Stocks soar as CPI eases despite declining retail sales and confidence.

3 minute read

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

4 minute read

Other inflation metrics remain sticky and persistent.

8 minute read

Does today’s soft jobs report successfully change the Fed's narrative?

8 minute read

A surprisingly strong economy could mean higher for longer, longer

2 minute read

At the end of the day, it'll be a gift for competitors.

7 minute read

Might a summer storm lie ahead for investors? 

5 minute read

Could energy buck conventional wisdom?

9 minute read

If it is, bubbles can last a long time.