Macro Analysis

March Put The “Boom” In Jobs, But Healthcare Still Did Most Of The Heavy Lifting

March bounced hard, but the labor market is still running on one main engine and a lot of weather luck.

Home Prices Hit The Brakes, But Mortgage Rates Floored It

Consumer Confidence Ran Out Of Gas Before The Economy Did

Sentiment fell in March as fuel costs jumped and wealthier households felt the market wobble.

Rate Cuts Took The Exit, And A Hike Just Pulled Into The Parking Lot

Diesel Just Went Full Drama Queen, And The Economy Is About To Pick Up The Tab

Diesel topped $5, truckers are sweating, and the next inflation wave may arrive by highway.

Powell Hit Snooze, But Oil Kept Shaking The Bed

Quarterly Report Cards May Be Getting Curved, And Long-Term Stocks Could Love The Grading Change

The SEC may make quarterly reports optional. That could reward long-cycle builders over quarter chasers.

CPI Brought The Good Vibes, and PCE Brought The Side-Eye

Ninety-Two Thousand Jobs Left The Group Chat

Payrolls fell 92K, unemployment rose to 4.4%, and the Fed’s next move just got messier.

Inflation Was Declared Tamed, Then Oil Said Hold My Barrel

When The Middle East Boils Over, Oil Does Too

Mexico Took First Place, And Canada’s Now Fighting For Silver