The Bond Market and Federal Debt Levels Paint Fresh Pictures
As summer winds down and routines return, the markets are working through plenty of their own headlines and nuance. Vacation season…
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Inflation Easing, Will It Be Enough?
Existing-home sales gave us a small preview of the housing market before the bigger inflation news hit. The National Association of…
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A Cooling Labor Market Means the Fed Has More to Consider
The service side of the economy kept humming along in July. The ISM Services PMI came in at 54.1%, a slight…
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The Fed Continues to Walk a Tightrope
The Federal Reserve held interest rates steady this week for a fifth straight meeting, keeping its benchmark rate in the 3.50%…
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AI Spending Concerns Overshadow Strong Earnings
Corporate earnings confirmed this week what markets have been nervous about for a while: even strong results aren’t enough if AI…
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Corporate Earnings, The Fed, and Inflation Metrics
Corporate earnings season for Q2 got off to a strong start this week. Analysts have been expecting S&P 500 profits to…
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Services Hold Steady While the Fed Remains Split
Monday’s ISM Services report gave us a good early look at how the largest part of our economy is holding up….
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6 Months Are in the Books
We just closed the books on the first half of 2026, and it’s been a busier six months than most of…
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Inflation Hits a Three-Year High
It was a heavy week for economic data and most of it pointed in the same direction. Fed Governor Christopher Waller…
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Monday Morning Recap
The big story last week was Kevin Warsh’s debut as Federal Reserve Chairman. The Federal Open Market Committee voted unanimously to…
