I see several negative rates of change emerging, especially inflation, as tariffs begin to impact prices and economic growth. Despite the S&P 500's strong recovery, the market is ignoring significant ...
Markets are currently disconnected from fundamentals, with both good and bad news fueling stock price gains in a momentum-driven environment. Recent economic data shows weakening growth, with ...
The unemployment rate has risen over half a percentage point since the second quarter of 2023. Individual survey data underlying the unemployment rate can help in assessing which labor market ...
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