Two Markets, One Economy: What August Told Us About Stocks, Bonds, and the Cost of Capital
Rising Yields Test Borrowers as Labor and Productivity Data Hold Steady
Steady Labor Market Meets Sticky Inflation as Consumers Turn Cautious
Rate Pause Continues as Solid Growth and Stubborn Inflation Pull in Opposite Directions
Inflation Eases in July as Retail Sales Post Sharpest Decline Since 2025
July's Consumer Price Index rose modestly, meeting expectations, with a key underlying measure falling below the Federal Reserve's 2% annual target for the first time since late 2025.
Labor Market Softens in July While Services Activity Continues to Expand
July’s Rough Ride Ended with a Reminder About Resilience
Inflation, oil and AI — this past month proves that volatility is normal with a diversified, long-term investment approach.
Mixed Signals Emerge as GDP Cools, the Fed Holds, and Confidence Softens
GDP slows, confidence slips, and the Fed pauses—for now—as markets look ahead to a pivotal September meeting.
Labor Market and Housing Strength Offset Geopolitical and Trade Headwinds
Strong hiring and housing data helped steady markets despite rising trade tensions and geopolitical uncertainty.
Labor Market Remains Stable Amid Steady Consumer Spending and Easing Wholesale Inflation
Jobless claims fell, inflation eased, and consumers kept spending—signs of continued economic resilience.