GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance
This week's data pulled in several directions at once. The [...]
Why Consumers Say One Thing and Spend Another
A look at the gap between gloomy consumer sentiment [...]
The Consumer Sentiment Disconnect: Three Stories Behind One Number
Consumer sentiment surveys have dropped to levels that historically showed [...]
The Biggest IPO in History, Solid Jobs Data, and a Look at Stablecoins and the Debt
This week's data had a clear headline. SpaceX priced the [...]
Record Margins, an AI-Heavy Index, and Data That Doesn’t Line Up
The week gave you a lot to sort through, and [...]
The US Economy, Markets, and the Fed: Where Things Stand
A strong economy and a stretched market are sending very [...]
Mid-May 2026 Market Update: Inflation Climbs, Earnings Surge, and a New Fed Chair Takes the Helm
The latest data shows an economy still moving forward, but [...]
Where Is the American Household, Really?
This month's data tells two stories at once. On the [...]
The Calibration Problem: Record Earnings, a New Fed Chair, and a Setup with No Margin for Error
The S&P 500 just closed at a fresh all-time high. [...]
Record Buybacks, Cooler Inflation, and a Manufacturing Surprise: This Week in Markets
Corporate America is on pace for a record $1 trillion [...]
