Happy 4th of July! Equity investors are bullish going into the holiday weekend, as recent economic data has been unambiguously positive. On the other hand, the current period of low equity market…

Signs of labor market weakness, which have historically signaled a recession, are beginning to appear. The construction sector, which was hit hard in recent recessions, seems set up for strong demand…

AI mania is sweeping the stock market, propelling broad indices to near-term highs as breadth continues to narrow. While the banking crisis is over for now, the problems that sparked it haven’t gone…

The Federal Reserve Board recently published the results of their “Survey of Household Economics and Decisionmaking” from October 2022. Periodically released by the Federal Reserve Board, this report…

The price of oil is near its 52-week low, but this hasn’t translated to lower prices at the pump for consumers. Oil isn’t the only commodity showing weakness as investors being to sour on the asset…

The economy isn’t growing as fast as it once was but it’s too early to call this a slowdown. Hard economic data is still very positive, and inflation continues to trend in the right direction…

Inconsistent economic data is making it difficult to judge the state of the economy. Many previously negative indicators are turning around, while others are showing new signs of weakness. Interest rates have…

Equity markets are rallying into earnings season, despite unusually high uncertainty surrounding earnings estimates. Recent banking issues have put a spotlight on commercial real estate. Inflation data…

The Federal Reserve tightening monetary policy always break something but once something breaks it usually marks the end of the tightening cycle. Issues within the banking sector are likely to lead to…

Silicon Valley Bank’s announcement that it was raising capital on Wednesday caused a crisis of confidence leading to a traditional bank run. Consumers and companies are adding debt. New orders are…