February’s retail sales losses were more severe than expected—with sectors following a familiar pattern—but have still managed to grow year-over-year. Manufacturing also felt the effects of last…

It’s been a record-setting quarter for new stock issuance as companies race to get in on the market action and SPACs continue to soar in popularity. The Dow and others hit new records last week…

U.S. core CPI growth remained sluggish in February—working to calm the inflation fears that have been driving market movement in recent weeks—and the Dow hit a new record in response. Did the effect…

The $1.9 trillion stimulus bill is inching closer to becoming law, but we’re left wondering about the future; are we approaching a fiscal cliff when the government finally starts easing off the…

The pivot away from last year’s leaders continues as cyclicals like financials and industrials take over and tech remains a drag on the market. The major U.S. indices closed Friday just barely in…

Inflation anxiety is back and making its presence felt in the markets. Market-based inflation expectations have hit their highest level in over 10 years—despite the ~17 million Americans still out…

The manufacturing resurgence continued in February as the sector climbed to a 15-year high, and phenomenon isn’t just limited to the U.S. Climbing costs though could ultimately put pressure on…

Some of last week’s inflation anxiety (and the resultant yield spike) appears to have moderated, though the PCE Price Index—the Fed’s favorite inflation indicator—did tick slightly higher last month…

We’ve spoken frequently about bond yields, government debt, and inflation recently, and warning signs are continuing to accumulate. Yields are soaring—especially along the long end of the curve…

Personal savings may have reached new heights in 2020, but the pandemic-era housing boom ensured household debt wasn’t far behind; totals hit a record high of $14.6 trillion near the close of the…