Insights

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?

7 minute read

Cooling GDP and accelerating inflation problematic for the Fed.

5 minute read

With yields rising and P/Es contracting, we need good first-quarter earnings.

6 minute read

Re-accelerating inflation and strong labor market delay Fed cuts.

8 minute read

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

6 minute read

With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.

5 minute read

Is the equity market rally inconsistent with Fed policy?

5 minute read

Biden left more questions than answers about his economic policies in his SOTU address.

7 minute read

Strong headline gains but weak data underneath.

6 minute read

Strong wage growth keeps Fed cuts off the bases.

4 minute read

Dismal retail sales in January cap a weak holiday spending season.

5 minute read

Stocks strong start portends a volatile but positive year.

7 minute read

Strong headline gains but a mixed picture beneath the surface.

6 minute read

Should keep the Fed on the sidelines in March.

7 minute read

Labor market and consumer spending firm, while inflation rises.

6 minute read

Zero for two out of the gate.

6 minute read

Strong job gains and rising wages keep Fed rate cuts on hold.

3 minute read

Three things to watch in 2024.

7 minute read

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

6 minute read

Fed rate cuts not coming anytime soon.