If you read last week’s headlines, you’d think the economy just chugged an energy drink and sprinted to 4.3% growth. Sounds great—finally, something going up that isn’t the price of eggs or your morning latte, right? (Seriously, when did coffee become a luxury item?) But

"It's the economy, stupid!" was a phrase often uttered in the 90s when people asked why Bill Clinton had such a high approval rating. Based on the overall economic sentiment in our country and the underlying economic data, it is not always about the economy.....or at least what the

If you've been involved in economics or finance for even a handful of years, you've probably already seen at least one "new era". If you've been around as long as I have you've seen at least 3 or 4 of them. As humans, it's easy to get sucked into this

All year we've been discussing the extremely optimistic growth outlook driving stock prices higher. Last week more economic data continued the euphoric hope that the Fed is in line to pull off a rare event – control inflation without causing a recession. The release of the first estimate of 4th quarter