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1. Economic data this week continues to paint a picture of a U.S. economy that is slowing but not in outright recession, with the latest data showing anemic readings in manufacturing and other cyclical indicators such as the ISM, which remain [...]

1. It's a shortened week at Wall Street with the holidays upon us. Many traders and institutional managers are off. Trading volume is light as expected but the week is packed with important economic data releases. Today, the BEA (Bureau of Economic [...]

1. Recent U.S. economic data for November 2025 shows cooling inflation alongside labor market softening and manufacturing weakness.  The CPI rose 2.7% year-over-year, below forecasts of 3.1%, with a modest 0.2% rise over October to November due to government shutdown delays. [...]

1. The Federal Reserve delivered its third consecutive rate cut, bringing the Fed funds target range down to 3.5 percent to 3.75 percent, which aligned with market expectations.  The central bank also announced that it will begin purchasing $40 billion in [...]

1. U.S. economic data continued to signal cooling activity: November ISM Manufacturing remained in contraction at 48.2 (anything below 50 indicates contraction), ADP private payrolls unexpectedly fell, and consumer confidence plunged to its lowest since April.  These releases, alongside tame core [...]

1. The recent stock market selloff can be traced to ultra short-term liquidity stress rather than structural economic weakness.  Disruptions in the repo market, combined with the temporary government shutdown, reduced the normal flow of liquidity from the Treasury Department and created momentary dislocations [...]