As we shared on Monday, The Fed Funds Rate Is Too High. The biggest reason is the Fed fears another...
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The Economy Is Normalizing – Whats Next?
Tuesday’s JOLTs report is one of many data points showing that the labor market is near or...
The Fed Funds Rate Is Too High
Let’s step back and ignore the last four years in which the economy cratered with the onset...
Supercore PCE Is The Weakest Since August
Jerome Powell and his Fed colleagues breathed a sigh of relief Friday morning as the PCE inflation...
Cognitive Dissonance Is On Full Display
The recent Conference Board Consumer Confidence survey data show a state of cognitive dissonance...
Will Japan Dump U.S. Treasury Securities?
Japan holds $1.150 trillion of U.S. Treasury securities, well above the next major foreign holder,...
The Economist Makes A Case For Solar Energy
The unique graph below caught our attention, compelling us to read Solar Power Is Going To Be Huge...
Buybacks Are Back
Over the last six-plus months, we have written plenty on how a few stocks lead the market higher...
Consumers Are Turning to Private Label Brands
Consumers are turning away from name-brand foods in an attempt to cut back on spending. Consumer...
Communication Data Implies Remote Work is Here to Stay
The chart below, courtesy of @KobeissiLetter on X, depicts downtown cell communication data for...