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...
Inflation report roils markets, housing activity continues to be weak, Norway offers a glimpse into the EV future.
Last Tuesday’s CPI reading of +.1% month over month sent shockwaves through the market as forecasters hoped for a -.1% decrease month over month buoyed by big declines in oil prices.
The Great Return to work?, Inflation looks to be headed lower and Global business cycles continue to diverge
Most data is pointing towards improving supply constraints in both physical goods and the labor market, likely implying declining inflation in the near-term. Russia has shut down the NordStream pipeline further exacerbating Europe’s energy...
Federal Reserve Officials Talk Tough At Jackson Hole, Interest Rates Rise, and Equity Markets Fall
At Jackson Hole, Federal Reserve officials dissuaded the market of any notion that a pivot is around the corner. These communications, coupled with more positive economic data, sent interest rates up...