Some weeks on Wall Street feel like déjà vu, others feel like a plot twist. Last week? A little of both. AI continues to dominate the narrative (raise your hand if you're tired of hearing this), the Fed is trying to mind its own business but can’t escape political
The Federal Reserve often says they are "data dependent". This often leads to confusion and hyper-focus on every data release as the market speculates what it means for the next Fed meeting. Most of November saw a drop in stock prices after the Fed pushed back on the thought of
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 flood
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.
Since February economists have been predicting the declining trend in inflation the past several years to reverse higher due to the on-going trade war. That has not been the case. There are several reasons for this, starting with companies "front-loading" their inventory starting in December of last year to get
