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…
-
-
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….
-
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…
-
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…
-
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…
-
SpaceX Debuts While Inflation Warnings Remain in Place
This week brought two big inflation reports, and both told the same story. Prices at the gas pump remain problematic. Consumer…
-
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…
-
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…
-
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…
-
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…
