The Election, Interest Rates, Nuclear Energy
Donald Trump is heading back to the White House in 2025. While the outcome was more widely anticipated than in 2016, it still sent waves through financial markets. Stocks hit new all-time highs as interest rates and the dollar rose. The jump in...
With the Federal Reserve (Fed) cutting rates, what is the outlook for future mortgage rates?
Why are mortgage rates still stubbornly high despite the Fed easing rates? Understand the potential trajectory of future mortgage rates and explore key factors like housing demand, mortgage rate spreads, and market trends impacting rate movements.
Today’s AI Investment Boom in the Context of History
How short-term bubbles can lead to revolutionary innovation and in turn, long-term economic growth. We anticipate the AI investment boom to follow the same patterns we’ve seen throughout history. Last Thursday, Nvidia...
The Economy, Business Investment, Consumer Spending
Inflation continues its downward trajectory, and economic growth may be accelerating. Accelerating growth may keep interest rates higher despite lower inflation. While this may create a confusing...
Consumer Headwinds, China, Artificial Intelligence
Sentiment on the strength of the U.S. economy has improved dramatically over the past couple of months, but there may be headwinds on the horizon for U.S. consumers. Lenders are tightening credit...
Interest Rates, Profit Margins, New Home Prices
The Federal Reserve raised interest rates, bringing the upper bound of their target rate range to 5.50%. This is widely expected to be the final rate hike, but in his press conference Chair Powell...