It is now clear that the pace of disinflation has stalled, with the headline and core CPI still up 3.5% and 3.8% respectively year-on-year in

Bond traders have marked down drastically monetary policy easing by the Federal Reserve, setting the odds of a first move in June below 50%, while

The S&P 500 powered to a succession of 21 new record highs over the past 3 months, producing a 10.2% quarterly gain and hitting a

Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless

Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless

Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless

I’m a happy camper because everything is copacetic. Employment is doing fine, inflation is moderating, productivity is rising and the stock market is hitting record

The Wednesday release of the January FOMC minutes was not on the top of my mind because I was pretty sure that the policymakers were

The Bureau of Labor Statistics reported a 3.1% headline CPI year-over-year increase in January, which was down from 3.4% in December, but higher than the