Our Blog

1. Things look bad on the surface given the recent tech selloff, but the broader economy and overall stock market remain on much steadier footing. As always, there will be clear winners and losers beneath the headline moves, and this [...]

1. The Federal Reserve kept its benchmark interest rate unchanged at roughly 3.50% to 3.75%, signaling confidence that the U.S. economy remains resilient even as inflation stays above target and labor market conditions show signs of cooling at the margins. [...]

1. This week has been packed with key US economic indicators, starting with Tuesday's December CPI release showing headline inflation rising 0.3% MoM (in line with consensus, up from 0.2% prior) and core CPI at 0.2% MoM (cooler than expected). [...]

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. [...]