A Safer Retirement®
Learn about the latest economic news, discover the potential impact on you and your financial plan, and explore insights you can use to help meet your goals.
June 2026
Consumer Sentiment, Market Concentration, and the Fed: What the Latest Data Shows
This week's data gave a mixed read on the economy and markets. The University of Michigan consumer sentiment index was [...]
May 2026
The US Economy, Markets, and the Fed: Where Things Stand
A strong economy and a stretched market are sending very different signals in 2026. Industrial production rebounded in April, jobless [...]
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 with notable crosscurrents. The most recent jobs report showed nonfarm [...]
Where Is the American Household, Really?
This month's data tells two stories at once. On the surface, the US economy looks unmistakably strong. Factory orders excluding [...]
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. Profit margins are at their highest level since FactSet began [...]
April 2026
Beneath the Headlines: A Slowing Consumer and Narrowing Market Leadership
The headlines pointed to strength. The underlying data tells a more nuanced story. Here's a closer look at what we're [...]
