Jobs Data Surprises and Sector Rotation Takes Hold
The biggest story of the week was Friday morning’s May employment report, which came in well above expectations. The economy added…
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The PCE and The Fed, What Happens Next
Thursday’s release of the Fed’s preferred inflation gauge gave markets plenty to think about. The PCE price index rose 3.8% year-over-year…
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Earnings, Consumer Spending, and AI Dominate
As we head into Memorial Day weekend, we want to take a moment to honor the men and women who gave…
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The Great Job Shift
By now, you have probably seen the headlines. Oracle. Amazon. Meta. Dell. Tens of thousands of jobs cut, and a lot…
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Inflation Rises, Markets Hit Record Highs
Prices are still rising faster than most people would like. The government reported this week that consumer prices (CPI) in April…
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A Market That Won’t Quit and a War That Won’t End
Before we dive in, Sunday is Mother’s Day. Few people shape who we become more than the women who raised us, guided us, and believed…
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The Big Tech Report Is In
What a week. Five of the biggest companies in the S&P 500 all stepped into the earnings box, and for the…
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Records on Wall Street, Uncertainty Remains in the Middle East
It was a tale of two stories this week. On one hand, corporate earnings kept rolling in strong — over 80%…
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The Strait Opens, Markets Soar
We are closing out a truly historic week, and the biggest news arrived just this morning. Iran’s Foreign Minister announced that…
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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…
