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
American exceptionalism may have faded, but not when it comes to the economy. The U.S. economy is still a “shining city on a hill.” Inflation
Fed’s open market committee will meet this week. No change in the policy rate is anticipated. Chairman Powell will push back against the market’s expectation
Timing the market is challenging, yet we continually see investors succumb to the usual parade of fearful news and ultimately waver from maintaining a long-term
The Bureau of Economic Analysis (BEA) reported 2 days before Christmas that the PCE price index had decreased 0.1% m/m in November for the first
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
According to the November Survey of Consumer Expectations, conducted by the NY Fed, median inflation expectations declined to 3.4% at the one-year-ahead horizon, the lowest
Please note that we are currently on a holiday break from publishing our weekly commentary. Note that during this period, we will continue to provide
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