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Jun 2, 2023
The latest Purchasing Managers’ Indexes match the long-term trend.
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Jun 1, 2023
Consumers’ balance sheets still seem plenty healthy to support consumption.
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May 30, 2023
The evidence suggests stocks can carry on climbing, cuts or no.
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May 29, 2023
Credit ratings agencies are entitled to their opinions, but don’t overrate the effect on government borrowing costs.
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May 24, 2023
Properly constructed indexes are leaving the Dow in the dust this year.
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May 20, 2023
Prioritizing interest payments has a very strong paper trail.
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May 19, 2023
Consumer sentiment surveys aren’t a roadmap of things to come.
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May 18, 2023
Contrary to myth, start-ups aren’t one-way investments.
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May 16, 2023
Producer price inflation is back at pre-pandemic rates.
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May 15, 2023
An in-depth look at why we think the US dollar’s position as the world’s primary reserve currency isn’t threatened—and why it isn’t hugely meaningful anyway.
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May 12, 2023
Slowing inflation hasn’t erased inflation fears.
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May 11, 2023
Do your homework and you will find gold IRAs aren’t so shiny.
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May 10, 2023
Investors just got more color on how recent failures affected lending.
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May 9, 2023
Oil prices have erased April’s short spike.
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May 5, 2023
They could be a call to reconsider how much cash you carry in your asset mix.
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May 4, 2023
Hike and pause or no, a broader look at the recent past shows the Fed likely isn’t a threat to stocks’ climb.
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May 1, 2023
Strong private sector demand belies headline slowdown.
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Apr 27, 2023
The cyclically adjusted price-to-earnings ratio is no superhero indicator.
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Apr 26, 2023
What investors should know about the EU’s new Carbon Border Adjustment Mechanism.
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Apr 25, 2023
Snappy seasonal sayings aren’t actionable.
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Apr 21, 2023
Putting recent news and less-than-news around America’s statutory debt limit into proper context.
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Apr 20, 2023
Russian output is still boosting global supply.
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Apr 17, 2023
Economists have projected recession for months.
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Apr 12, 2023
A much-feared lending drop isn’t what it seems.
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Apr 10, 2023
A new all-time isn’t quite what it is cracked up to be.
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Apr 6, 2023
The dollar is highly unlikely to lose its status as the world’s chief reserve currency, and even if it did, it wouldn’t decimate the US economy or markets.
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Apr 5, 2023
Sour sentiment and better-than-expected economic results are a normal bull market backdrop.
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Apr 3, 2023
The Fed won’t tell you exactly which banks borrowed, but where they borrowed—and didn’t borrow—is a hint.
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Mar 31, 2023
The UK is giving investors plenty to mull over this week.
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Mar 30, 2023
With many worried over recent bank failures, understanding account security and insurance may be a salve.
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Mar 29, 2023
And they show banks didn’t get suddenly risk-averse.
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Mar 27, 2023
Residential real estate regains its footing.
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Mar 23, 2023
The Fed’s latest rate hike teaches some lessons.
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Mar 22, 2023
Rushing to “fix” something can send weird messaging.
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Mar 21, 2023
The rules for failing banks didn’t suddenly change.
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Mar 20, 2023
The Conference Board’s US LEI has been falling for a while—what does it mean for investors?
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Mar 17, 2023
The banking system is healthier than perceived.
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Mar 16, 2023
A look at the latest in the Land of the Rising Sun.
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Mar 15, 2023
Inflation is easing even more than headline data suggest.
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Mar 14, 2023
Gridlock likely stalls both parties’ big plans.
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Mar 10, 2023
Put rising delinquency rates in perspective.
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Mar 9, 2023
The far future has too many unknowns for anyone to forecast accurately.
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Mar 8, 2023
Stocks are forward-looking.
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Mar 6, 2023
The latest US economic data are solid, but doubts still abound.
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Mar 3, 2023
One Fed paper says yes, but the support doesn’t seem so strong.
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Mar 2, 2023
P/E ratios still aren’t predictive.
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Feb 28, 2023
Bond insurance costs don’t indicate vastly higher default probability.
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Feb 27, 2023
Housing prices have been falling in major economies—what does it mean for investors?
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Feb 25, 2023
Major change doesn’t seem likely in the immediate future—and the need isn’t as bleeding as often portrayed.
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Feb 24, 2023
Bond auctions show the low likelihood of disaster.
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Feb 23, 2023
Purchasing managers’ indexes ticked up in February.
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Feb 21, 2023
Q4 was mixed, but stocks are already aware of Japan’s headwinds.
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Feb 20, 2023
Stocks can still compensate investors above and beyond Treasury returns.
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Feb 16, 2023
The search for “sticky” inflation suggests sentiment has ample room to improve.
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Feb 14, 2023
Breaking down the abundance of chatter on January’s stronger-than-expected numbers.
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Feb 13, 2023
Stocks aren’t the only rallying asset class.
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Feb 10, 2023
Newsflash: It is still advancing—at a snail’s pace.
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Feb 8, 2023
Businesses don’t like polarized politics.
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Feb 7, 2023
Reheated reserve currency fears remain overblown.
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Feb 6, 2023
Waiting for confirmation of a bear market’s end can be costly.
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Feb 2, 2023
Stocks have defied conventional Fed wisdom lately.
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Feb 1, 2023
Household finances are in ok shape, actually.
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Jan 30, 2023
Thursday’s GDP report shed helpful light.
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Jan 27, 2023
While egg prices have surged lately, a sunnier side seems to be emerging—following the same pattern as prices generally.
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Jan 24, 2023
We talk a lot about bear markets sowing pessimism—and that pessimism building the next bull market’s wall of worry. Inevitably it risks becoming cliché. But then a...
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Jan 23, 2023
A tough year won't repeat itself.
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Jan 20, 2023
With sentiment stubbornly low, positive surprise should be easy to achieve.
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Jan 19, 2023
See the market’s efficiency in action.
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Jan 17, 2023
A realistic, non-partisan look at the debt ceiling, as murmurs of a looming Congressional battle grow louder.
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Jan 13, 2023
Headlines’ pessimistic reaction to improving inflation data is encouraging.
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Jan 12, 2023
Commodities have largely erased last year’s spike.
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Jan 11, 2023
December’s decline didn’t give investors new information.
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Jan 10, 2023
Seasonal adages “work” just often enough to linger in the zeitgeist. That doesn’t make them useful.
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Jan 9, 2023
When this many CEOs, fund managers and economists see imminent downturn, surprise power is minimal.
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Jan 5, 2023
Heavy industry’s slump isn’t news for stocks.
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Jan 3, 2023
Downbeat data to end the year don’t tell you where things are going next year.
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Jan 2, 2023
The SECURE Act 2.0 is here.