Inflation is a Complicated Issue
The big story mid-week was the release of the Fed’s March meeting minutes — essentially the behind-the-scenes notes from their last…
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Fed Speak, The Jobs Data and Iran Remain Front and Center
Financial markets will be closed today in observance of the Good Friday holiday, but that doesn’t mean the data points stop…
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World Tensions Remain in Focus
The housing market took a step back this week as rising interest rates continue to weigh on affordability. Mortgage demand dropped…
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Inflation, Oil and The Fed
Markets had a lot to process this week as geopolitics, inflation data, housing, and the Federal Reserve all collided at once….
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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…
