Consumer Sentiment, Market Concentration, and the Fed: What the Latest Data Shows
This week's data gave a mixed read on the economy [...]
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. [...]
Beneath the Headlines: A Slowing Consumer and Narrowing Market Leadership
The headlines pointed to strength. The underlying data tells a [...]
Record Buybacks, Cooler Inflation, and a Manufacturing Surprise: This Week in Markets
Corporate America is on pace for a record $1 trillion [...]
The Headlines Look Good — Here’s What’s Actually Happening in the Economy
Markets cheered a U.S.-Iran ceasefire, payrolls nearly tripled expectations, and [...]
The Economy in Plain English: What the Data Is Really Telling You This Week
Gas is above $4 a gallon. Rents are falling. Jobs [...]
What the Economy Is Really Telling Us Right Now: Jobs, Housing, the Fed, and What It Means Heading Into Q2 2026
The headlines say the economy is holding up. The data [...]
