Major U.S. indices broke a three-day losing streak yesterday, sparking hope that stocks could close a volatile week on a positive note—and almost certainly a sigh of relief from highly-leveraged…

Employment remains a persistent problem in the U.S., forming a—to bring back a 2020 buzzword—checkmark recovery as continuing unemployment claims remain stubbornly elevated. As 21 states move to end…

Activity—and prices—are on the rise in the industries most battered by the pandemic, and it helped propel overall CPI growth far past expectations in April. Everything is relative though; core CPI…

Activity—and prices—are on the rise in the industries most battered by the pandemic, and it helped propel overall CPI growth far past expectations in April. Everything is relative though; core CPI…

The breadth of earnings beats in Q1 is near record highs, but how much of that achievement is the product of a pandemic-induced low bar? Strong performance from banks was a large contributor to…

We saw new all-time highs permeate the equity markets last week with all market caps and most sectors participating in the rally. As noted in Friday’s Fireside Charts, Commodities climbed as well…

Though employment growth fell short of estimates, good news remains: Jobless claims fell below 500,000 for the first time since the onset of the pandemic last week and last month layoffs fell to…

Supply-chain pressures contributed to a surprise pullback in the ISM Manufacturing PMI last month as the cost of goods sold hits a decade+ high and customer inventories drop to a new historic low…

Stimulus checks sent both personal incomes and personal savings soaring in March after a quarter of already significant savings growth. How will the markets react if and when so much dry powder…

U.S. GDP climbed by 6.4% in Q1, inching the economy closer to full recovery. While spending on services is finally accelerating—it grew 4.6% over the quarter—spending on goods remains dominant and…