Last week’s market headlines offered a masterclass in economic complexity, with every story weaving into the next. The focus of course going into the week was the Fed’s rate cut which set the tone, sparking volatility across stocks and bonds and raising fresh questions about inflation’s staying
Last week was a reminder of just how interconnected our social, economic, and market cycles have become. From tragic headlines and the somber anniversary of 9/11 to major shifts in the labor market and jaw-dropping news out of the tech sector, investors were left to sort through a
For the first 8 months of the year, we had been journeying through the Sermon on the Mount. With that series being wrapped up last month (you can find the whole series here if you missed it), we are now turning to a new series exploring the book of Titus—
The labor market continues to show signs of strain. While the headline payroll number didn’t move much, digging into the details reveals a troubling trend. Job growth has essentially stalled over the last three months......something that historically happens just before or during a recession. We’re not
Given the shortened week following the Labor Day weekend, I'm going to keep my normally much longer market commentary to a minimum and let the charts tell the story of last week.
