Macro Notes

Japan Trade Pact Fuels Rally as Big Tech Earnings and Fed Take Center Stage

With a Frozen Market and Rising Prices, the Housing Disconnect Grows

The housing market is cooling in plain sight. Prices keep rising, but buyers are stepping back. Here's what to watch.

With Japan on Board, Markets Watch Europe and the Fed Next

Signals Are Flashing but the Market’s Still Moving

Earnings Keep the Engine Running

Weak Dollar, Rising Prices: A Double Hit to Stability

The dollar is sinking, and inflation is heating up. Here’s what it means for markets and your portfolio.

No Cuts, No Calm, No Clarity

Inflation’s Rebound: Why Tariffs Might Be the Hidden Trigger

Tariff Tension Meets Inflation Test

U.S. Military Drone Acceleration: Boosting Domestic Production

Is “T-Bill and Chill” Still the Move?

Copper Tariffs: A New Era for U.S. Markets