Inflation Still Cooling, Oil Marches
Nearly three months into the new year, and the overall narrative feels eerily familiar. Wall Street is once again focused on…
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Geopolitical Worries Renew
Another volatile week ended with a surprise from the labor market. The February jobs report showed the U.S. economy lost 92,000…
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Markets Weigh Inflation and Timing
We ended the week with a fresh look at wholesale inflation. January’s Producer Price Index (PPI) came in stronger than expected,…
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Patience, Policy, and More Mixed Signals
The week began with the release of the Federal Reserve’s January meeting minutes, reinforcing a message investors have heard repeatedly this…
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What a Week!
What a week! There were major headlines almost every day — retail sales, jobs data, inflation, housing numbers, and even tariff…
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Volatility Creeps Back Into the Tech Space
The labor market showed more signs of cooling this week. The ADP private-sector jobs report for January came in far weaker…
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The Fed Stands Firm, Consumer Confidence Moves Lower
U.S. consumer confidence took a noticeable step back in January, dropping to levels we haven’t seen since 2014. Both how people…
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Headlines Continue to Drive the Latest Market Moves
Markets navigated a busy week of inflation data, government funding headlines, and shifting geopolitical rhetoric. Inflation remains sticky but stable, with…
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Inflation Continues to Ease Further
This week’s economic data reinforced the “cooling but not cool enough” inflation narrative. Core CPI rose 0.2% in December and 2.6%…
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As January Goes, So Goes The Year
There’s an old Wall Street saying that often resurfaces this time of year: “As goes January, so goes the year.” The idea comes…
