5 minute read
The poor combined results of May, June and July probably keep the Fed on the sidelines.
4 minute read
US GDP growth cooled in Q2, but neither shoppers nor businesses were deterred by high oil prices.
6 minute read
But will the Iran conflict and the Fed take the wind out of their sails?
7 minute read
Revisiting the ‘Greenspan Commission’ for a possible solution.
The expected economic bounce from those soccer balls has been surprisingly low.
Combination of fundamentals and seasonal volatility could spark a storm for stocks.
Looks like new Chair Warsh might be 'independent' after all.
The Strait of Hormuz standoff continues.
Is a Fed rate hike on the horizon?
US equities looking through the uncertainty of Iran war.
The Kevin Warsh Fed is greeted with a dual-mandate dilemma.
Strong wealth effect and tax refunds offset rising gas prices.
April payrolls surprise to the upside.
Powerful revenue and earnings gains drive stocks to record highs.
Powell’s last FOMC meeting may be next week.
8 minute read
Recent equity market rally is one for the record books.
Will the relief rally — and fragile Iran ceasefire — hold?
But will the Iran conflict weigh on employment in the coming weeks?
1 minute read
Much depends on how long the Strait of Hormuz is blocked during the Iran conflict.
Will its next policy move be another pause, a cut or a hike? It depends.
If the Iran war does not derail it, the US economy should remain strong.
Rise in oil prices might goose inflation just as the US labor market appears to be weakening.
US labor market was strong across the board in January.
Equity rally broadens out amid positive January Barometer.
Policy fog now begins to lift after this week's rate-cut pause.
We think GDP growth could reach 3.3% in 2026.
But midterm elections and Fed leadership transition could spark volatility.