While the generalized rate of inflation has come all the way down from a peak of 9.1% in 2022 to 2.6% today, very few things are outright less expensive now... read more →
We’ve entered the homestretch of Election 2024, and the polls in key battleground states continue to appear deadlocked. If things are truly as close as they seem, then it could... read more →
High yield bonds - there are two parts to the story: the spreads are so tight that it makes them bad value, but tighter spreads mean great things for earnings... read more →
Consumption makes up roughly 68% of the US economy, so any discussion of a soft landing cannot ignore the health of the consumer. Despite evident signs of a slowdown relative... read more →
Q3 earnings season is officially underway. As usual, the big banks will kick things off, with JPMorgan Chase and Wells Fargo reporting today, followed by Citigroup, Bank of America, Goldman... read more →
Consumption makes up roughly 68% of the US economy, so any discussion of a soft landing cannot ignore the health of the consumer. Despite evident signs of a slowdown relative... read more →
Data released yesterday indicated that US manufacturing activity remained subdued in September. The Institute for Supply Management (ISM) Report on Business came in at 47.2, marking the sixth consecutive month... read more →
No, I’m not referring to the stock market even though the S&P 500 Index rose to another all-time high yesterday, it’s 43rd of the year. Impressively, 2024 has climbed into... read more →
For quite some time now, Chinese economic activity has been disappointing, slowing to its worst growth rate in 2 years. Additionally, China has experienced 5 consecutive quarters of deflation which... read more →
Yesterday, the Federal Reserve decided to launch the latest monetary easing cycle by going big with a half point cut to the Federal Funds Rate (FFR), instead of just a... read more →