Inflation is one of the most difficult things to understand. I won't spend the time this week trying to explain it. After week's of blog word counts which got completely away from me, I'm trying to keep my portion brief this week. Last week I delivered my
Do you know what you do in August in Arizona? You start power ranking months because there is nothing to do in August in Arizona unless you want to lose your sanity. And surprise, surprise, August finds itself dead last in my rankings. If you have any outside activities to
The stock market remains on edge as the war in Iran enters its 4th week. As we have seen since the start, war is messy and difficult to predict. We will continue to see fluctuations based on "news" from various sources. The fact of the matter is the longer there
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
The Federal Reserve made a major pivot last week in their policy. After declaring 'mission accomplished' in their inflation fight, the Fed almost immediately shifted to stimulation mode over growth concerns and a slowdown in the labor market. As we stated in our most recent economic update, yes growth is
