Recent surveys of labor sentiment point to potential problems. For instance, last week, we shared...
Amazon Benefits From AI But Some Doubt Its Productivity
Amazon CEO Andy Jassy has been touting the benefits his company receives from AI. In particular, he...
Powell Signaled Rate Cuts Are Coming
On Friday, Jerome Powell signaled that a September rate cut is highly likely, and the stock and...
The CFNAI Bark Is Worse Than Its Bite
Peter Schiff tweeted the following in regards to the Chicago Fed National Activity Index (CFNAI):...
Jackson Hole Takes Center Stage
The Fed’s annual symposium in Jackson Hole, Wyoming, kicking off yesterday, will keep traders...
Extreme Volatility Is A Distant Memory
If you went off the grid for the last month and are just returning, you may think you missed a...
Price Gouging For Food: Reality Or Campaign Rhetoric?
Recently, Kamala Harris proposed that if elected, she would implement a ban on price gouging for...
Oil And Bond Yields Are Tied At The Hip
Over the last year or so, crude oil and ten-year U.S. Treasury bond yields have been highly...
Walmart Gives Investors A Ray Of Hope
Walmart’s earnings report gives investors hope that weakening retail spending trends may be...
Without Shelter Prices Deflation Is Raising Its Head
Unlike yesterday’s cooler-than-expected PPI report, CPI was right on the screws. As expected,...