Our Blog

1. The past seven days have delivered a turbulent and emotional stretch for financial markets. Stocks experienced a fierce pullback as investors rushed to interpret every headline as a signal of deeper trouble.  Sentiment collapsed to unusually depressed levels, with the [...]

1. The government shutdown has finally ended after 43 days, allowing key agencies such as the Bureau of Labor Statistics and the U.S. Department of Commerce to resume releasing reports, bringing economic reporting back on schedule. Inflation pressures continue to [...]

1. According to the latest ADP employment report, the U.S. private sector added 42,000 jobs in October 2025, marking a positive reversal from the revised loss of 29,000 in September.  The improvement suggests that the labor market is stabilizing after several [...]

1. A Week Defined by Labor Adjustments and Policy Shifts – This week’s headlines were dominated by Amazon’s announcement of extensive workforce reductions, echoing similar moves by other major corporations as automation and cost optimization accelerate across industries.  I address this [...]

1. Recent volatility across the stock and bond markets has been amplified by a series of financial disruptions involving regional banks and leveraged sectors.  Concerns resurfaced after reports of distress at Zions Bank and Western Alliance, which reignited fears of weakness within [...]