TIMELY MARKET UPDATES

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…

Strong Job Growth, India Accelerating, Regional Banks

Strong Job Growth, India Accelerating, Regional Banks

The U.S. economy continues to defy expectations. January’s non-farm payrolls report smashed expectations and December’s report was revised higher. Productivity growth in the fourth quarter was higher…

Consumer Optimism, Oil Surplus, Bitcoin ETFs

Consumer Optimism, Oil Surplus, Bitcoin ETFs

Consumers are perking up as we begin the new year. Sentiment is beginning to turn on the future economic outlook, and consumers are feeling positive about their financial health. Economic momentum…