Macro Analysis

Tariffs Are Putting Factories in a Funk, But Your Portfolio Does Not Have to Join Them

Home Prices Cool, Buyers Get Picky, and Housing Plays Worth a Second Helping

House prices are barely budging, mortgage rates are still heavy, and buyers are slow-walking decisions into year-end

Cautious Carts Slide Into Value, Membership, and Everyday Eats

Jobs Popped but the Fed Is Still Squinting, So Lean Into Resilience

Lower Tariffs, Higher Margins, And Four Companies Taking Advantage

Fifty Years of Payments? What Ultra-Long Mortgages Might Look Like

The Fed Is Split, But Your Plan Shouldn’t Be

With the Dollar in a Lurch, Here's How to Stay on Top

Tariffs Didn’t Torch Inflation: Here’s Your Playbook for a Still-Standing Economy

Powell Says “Maybe” We Cut Next, Your Game Plan When the Fed Gets Flirty

Powell cooled December cut odds, here’s how to stay invested without losing your cool.

Three Percent and a Green Light For Your Portfolio

The Housing Thaw is Leading to Wallet Wows if You Know Where to Look