Consumer spending held up well in December, dipping slightly month-over-month but still coming in above expectations. Spending on services however, is still lagging and has yet to recover…

The latest “advance” estimate on 4Q2020 U.S. GDP is reporting 4.0% and this will now serve as an inflation gauge for the Fed. Speaking of the Fed, while they maintain an accommodative policy and…

Investors look to be bracing for increased inflation and are pivoting toward inflation-friendly assets in unprecedented droves. Is it a sign of approaching growth or an omen of potential runaway prices…

The January Markit flash PMI report offered two pleasant surprises last week with manufacturing growth coming in above expectations and even the battered services sector surprising to the upside…

Stimulus remains a major talking point this week as the Biden administration settles in on Pennsylvania Ave and unemployment numbers continue to raise concerns. Manufacturing continues to show signs…

Federal debt saw a $4.5 billion+ year-over-year climb in 2020 and now sits at over 130% of U.S. GDP. More stimulus funding is a central talking point in Washington as the Biden administration takes…

The pandemic housing boom has continued into 2021 as mortgage applications start the year on a strong note. And the composition of the momentum factor—one of the only factors to outperform…

Technology’s been one of the big winners of the work-from-home economy, but the market cap of negative-earning IT firms is approaching staggering heights… And large caps were another winner during…

Nonfarm payrolls reversed course in December, posting losses for the first time since May. The report did, however, include upward revisions for October and November, and the December losses were…

The ISM Services PMI offered a pleasant surprise this week as the U.S. service sector continues to expand at a promising pace. Inflation expectations are climbing as officials continue their…