Macro Analysis

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

Tariffs Are Back, So Pricing Power Is All That Matters

Inflation Finally Played Nice, Now Here Is How To Take The W

Scrubs, Servers, and Silent Cubicles: The Job Market Is Rotating Fast

The Economy’s Scoreboard Is Tilting Toward Owners, Not Workers

The AI Buildout Just Turned Into America’s Biggest Construction Project

Factories Are Cooling, But The Productivity Cycle Is Heating Up