The launch of ChatGPT on November 30, 2022 was a momentous occasion – it brought some of the possibilities that artificial intelligence holds into the public consciousness, and helped launch... read more →
It doesn’t happen often. The last time that both the monthly CPI inflation report and an FOMC policy decision fell on the same day was back in 2020. Needless to... read more →
The S&P 500 hit another new all-time high yesterday; something it has accomplished once a week on average this year. It has been quite the run higher since November 2023... read more →
Following a brief acceleration in the first quarter of the year, the labor market appears to have resumed its softening trend. The Job Openings and Labor Turnover Survey (JOLTS) released... read more →
Consumption data was released this morning. In April, real consumer spending declined 0.1%, which a slightly weak start to Q2. Personal spending rose 0.2% and Incomes rose 0.3%, which were... read more →
Before popping back up this week, the VIX Index briefly fell below 12 last week, reaching the lowest level since right before Covid. The VIX is a measure of the... read more →
After spending the better part of the past couple of years bracing for a recession that never materialized, corporate CEOs are showing signs of renewed optimism lately. The CEO Confidence... read more →
The streak of hotter than expected inflation data that we have witnessed so far this year finally shows signs of letting up, according to April CPI figures released yesterday by... read more →
It’s another big week for the economy and markets with the latest reads on inflation for both consumers and businesses. First up this time is the Producer Price Index, which... read more →
As of today, roughly 90% of companies in the S&P 500 index have reported earnings for Q1. As we wrote a few weeks ago, a weak start to the season... read more →
