paid GDP • 3 min read Lots of Moving Parts The stock market started to rotate out of LargeCaps and into SMidCaps after June's CPI was released on…
paid Week Ahead • 3 min read The Economic Week Ahead: July 22-26 The week ahead is jampacked with key economic indicators, including the first read on Q2's real GDP and…
paid China • 3 min read Panda In A China Shop China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
paid CPI • 2 min read Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
paid Consumer • 2 min read Giving Credit To The Consumer The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
paid Week Ahead • 3 min read The Economic Week Ahead: July 8-12 Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
paid Inflation • 3 min read Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
paid Week Ahead • 3 min read The Economic Week Ahead: June 24-28 The key indicator everyone's watching this week is May's PCED (Fri). We expect the Fed'…
paid Fed • 2 min read Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024 Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
paid Week Ahead • 3 min read The Economic Week Ahead: June 10-14 The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The…
paid Stock Market • 3 min read Market Call: Another Rollercoaster Ride. Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April'…
paid Inflation • 2 min read Sunny Economy, Gloomy Dispositions Inflation is the number one economic concern among consumers today. It's also moderated significantly since the summer of…