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Thursday, November 16, 2023

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence....

Thursday, October 19, 2023

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan. We’re at...

Monday, September 25, 2023

Sometimes, a picture tells a thousand words, and this chart of the M1 money supply certainly does just that. M1 rose rapidly during the pandemic due to an effort to provide stimulus packages to those who suffered financial loss during...

Thursday, August 17, 2023

Wall Street is slowly starting to talk about an “expansion economy” and forgetting about any recession fears. July’s consumer inflation report was soft, so attention will soon shift to gross domestic product in the...

Friday, July 21, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective:Core CPI, which excludes volatile food and energy prices, rose just 0...

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Thursday, June 15, 2023

Jerome Powell skipped an interest rate hike at the Fed’s June meeting, but the market isn’t buying what the Fed Chair is selling about what’s next with short-term rates.Powell signaled that two more rate increases may...

Thursday, May 18, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Monday, April 24, 2023

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

Friday, March 17, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Friday, February 17, 2023

Would it surprise you that the U.K. stock market is hitting new all-time highs and several other European markets are either at new highs or approaching new all-time highs?It seems like only a few months ago, European economies...

Thursday, January 19, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Thursday, December 22, 2022

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Thursday, November 17, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Monday, October 24, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Friday, September 16, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

Friday, August 19, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

Friday, July 22, 2022

There’s nothing quite like the pleasure of a good book. And with temperatures rising nearly everywhere, now is a great time to grab a frosty beverage, settle into your comfiest chair, and lose yourself in a good story.Here's what...