Insights

6 minute read

The bullish stock market seems to be overlooking deteriorating fundamentals.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

6 minute read

Filling up at the pump matters to voters.

3 minute read

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

8 minute read

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

4 minute read

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

7 minute read

Magnificent Seven continue to outperform.

6 minute read

Strong wage growth keeps Fed cuts off the bases.

7 minute read

Labor market and consumer spending firm, while inflation rises.

3 minute read

Three things to watch in 2024.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.