Macro Notes

Hot Jobs, Hotter Oil, and the CPI Print That Could Break the Market

The market just snapped a nine-week winning streak in the ugliest way possible. Semis down 10%, gold gutted, oil past $97. And the real test hasn't even hit yet. Wednesday's CPI print could either rescue the bulls or confirm what the bond market is already screaming.

The Stagflation Trade Wall Street Stopped Believing In Just Came Back

Jobs, Services, and Sticky Prices

ADP hiring holds up, services expand, Europe eyes inflation, and Australia slows.

Growth Slowed, but Profits Didn’t

GDP was revised lower, but corporate profits are still climbing. That split matters.

The Stocks Built for the Next Two Years

Analysts looked beyond short-term noise to identify seven companies they believe are building the foundation for long-term market leadership.

Slow Growth, Hot Prices, and a Fed Fight

GDP gets clipped, China stalls, jobless claims tick up, and Powell defends the Fed.

Housing Prices Are Finally Slowing. Affordability Still Isn’t Fixed.

Bad Vibes, Big Multiples, and a Housing Freeze

Stocks look strong, consumers feel awful, housing stalls, and fiscal risks lurk under the rally.

Stocks Are At Records, but Consumers Are In A Recession Mood

Stocks are hitting records while sentiment hits a 70-year low. That gap is the whole story.

Bad Vibes, High Rates, and a Barbecue Bill

Sentiment hits a record low, mortgage rates climb, food costs bite, and trade routes shift.

China’s Economy Is Sending A Warning From The Factory Floor

Homes Hold, China Slows, and the World Gets Pricier

Home deals rise, China slows, retail cools, and global growth takes another energy hit.