Macro Analysis

Businesses Are Paying More, So Guess Who’s Next in Line?

Wholesale costs just jumped. Here’s what that means for inflation, rate cuts, and your portfolio.

Is the Fed About to Flinch? What It Means for Your Money

A Global Tariff Regime Takes Hold

Trump’s new tariffs are here. What it means for global trade, inflation, and your portfolio.

Labor Market Loses Momentum

Fed Keeps Its Cards Close as the Economy Sends Mixed Signals

The next two months could shape the Fed’s path. Here’s what that means for markets and your portfolio.

Trade Tensions Ease, but Not All Risks Are Gone

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.

Signals Are Flashing but the Market’s Still Moving

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.

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

U.S. Military Drone Acceleration: Boosting Domestic Production

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