CPI and PPI surprised higher, but markets rebounded to all-time highs, signaling risk-on sentiment. Strong data supports a 90s-style boom, with tech speculation leading. Equities...

A mixed bag out of jobs and unemployment data followed by shockingly high one-year inflation expectations ravaged markets on Friday. Trump’s tariff talk seems to...

Much like we’ve been seeing lately, a week of higher-than-expected jobless claims was followed by a much lower reading the following week. Unemployment next week...

Economic data was a mixed bag last week with only continuing jobless data being the one surprise to me.

Last week’s inflation data came in weaker than expected with the PPI surprising well to the downside as well as Core CPI coming in below...

Multiple selloffs in equities following strong jobs and ISM data highlights a general concern of returning inflation at a time when valuations are already quite...

Hawkish forward guidance from the Fed surprised markets, leading to a selloff in risk assets. The tone going into next year is higher for longer...

As expected, broad equity assets have continued to melt up and will likely remain in this trend through year end, bolstered by a near guaranteed...

Strong macro backdrop supports an S&P 500 year-end rally. Dollar, rates have peaked, and small-caps are rising. Watch jobs data ahead of a potential Fed...