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Inflation Jitters: A Deeper Look

Inflation Jitters: A Deeper Look

Have Inflation concerns returned? We’ve long been prepared to move on from the over analysis of monthly inflation data, confident the majority of inflation would prove transitory, leaving investors to focus on economic growth…

Stock Buybacks, Home Equity, Meme Stocks

Stock Buybacks, Home Equity, Meme Stocks

Recent economic data has surprised to the downside, strengthening the case for rate cuts from the Federal Reserve. So far, markets are looking through the near-term weakness as companies’ profit…

Earnings, Consumer Spending, China

Earnings, Consumer Spending, China

Earnings season is well underway, and thus far, the data has exceeded expectations. This may be partially explained by an unexpected surge in consumer spending in March, following a weak start to the…

Wage Growth, Market Breadth, Automation

Wage Growth, Market Breadth, Automation

Slowing wage growth and sticky inflation could become a problem for U.S. consumers. Those at the lower end of the income spectrum are already struggling. As interest rates creep back towards the highs…

The Economy, Supply and Demand, Emerging Markets

The Economy, Supply and Demand, Emerging Markets

Interest rates are moving higher as continued economic strength has tempered the market’s expectations for rate cuts from the Federal Reserve. With less than a week to go until the first advance release…

Mixed Messages, Preferred Stocks, Tax Day

Mixed Messages, Preferred Stocks, Tax Day

The U.S. economy continues to stand out relative to its developed world peers, despite sending many mixed messages. Consumers are still spending but, in addition to higher credit card debt, they are…

Sticky Inflation, Oil Volatility, Inverted Yield Curve

Sticky Inflation, Oil Volatility, Inverted Yield Curve

The Consumer Price Index (CPI) for February rose in-line with expectations, but the headline number remains higher than the Federal Reserve’s target and there remain some concerning readings under the…

AI Boom, Tech Dominance, Global Growth

AI Boom, Tech Dominance, Global Growth

It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning category in the report…

Stubborn Inflation, Sweden, Semiconductors

Stubborn Inflation, Sweden, Semiconductors

It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning category in the report…

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