Economic data continues to be meh, the tug-of-war continues, a very brief look at ESG investing, and delinquency rates on commercial loans.
The Fed's retreat reminded markets of rate hikes, important data posts this week, a look at the corporate response to inflation, and my favorite recession indicator.
Last week's data gave markets a boost (maybe too much?), US consumer data is on tap this week, a look at risk, and one recession indicator is flashing yellow.
Last week's data added to the conflicting economic signals, earnings season is mostly behind us (it looks better than expected), and a look at the role of the big economic forces on prices.
Earnings season offers investors important insights, the Fed's decision, is this a recession?, a mystery in the US economy, and the Fed's recessionary foresight.
It is earnings season! Last week's data was a mixed bag (some good & some bad), a look at innovation in economic models, and the growing gap between profit growth in the Eurozone and the US.
LOTS of important data this week, including earnings and inflation. The dockworker's union continues to negotiate their contract, inflation is dividing analysts, and a look at personal incomes relative to inflation in the past decade.
Jobs data posts this week, last week's data was uncomfortable, regulators crack down on "greenwashing," and capacity utilization is quite strong.
A busy data week, Russia defaults on her debt, a look at the selloff in crypto, and the Fed's frustration with sentiment.
The Fed surprised markets, this week is light on data, and a dive into my recession dashboard.