Policy Crosscurrents: Potential Market Impacts
The Fed begins cutting interest rates, stocks as an election predictor, and fiscal policy winners and losers.
How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very …
What’s Actually Different This Time?
The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations.
U.S. Government Debt Was Downgraded. Will it Matter?
One of the three main rating agencies (Fitch) has downgraded U.S. government debt to its second highest rating, AA+.
The Taylor Swift Era, Consumer Spending & Inflation Clarity
As the dog days of summer roll on, and many of us are taking advantage of warm weather and time off to enjoy experiences, American consumer spending patterns are coming into focus.
Inflation Continues To Deflate
The June Inflation report came in below economists’ consensus forecasts for both headline and core, sending stocks solidly higher.
Dissecting Recent Bank Failures
Stock and bond market activity was materially shaken last week as Silicon Valley Bank, the California bank subsidiary of SVB Financial Group, fell into FDIC receivership.
Supply Chain Stability Comes at a Cost
As the long-term effects of the pandemic continue to unfold, one trend that has been adopted by multinational companies is to repatriate their supply chains in an effort to avoid future disruptions.
Debt Ceiling Standoff Back in Focus
The debt limit is back in focus as the ceiling was breached again on January 19. The amount is set by Congress and has been increased 78 times since 1960.
An Uneven Path to Two Percent
For most categories, inflation is decidedly past peak. But as we see from today’s report, the pathway back down to the Federal Reserve’s target of 2%, will be choppy.