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The chilling prospect of cooling consumption

Growth of our entire economy is heavily dependent on consumer spending. Going forward, unless wages pick up meaningfully, consumption could fall even lower than current levels.

Equity market returns: What got us here won’t get us there

What will returns from a diversified portfolio of stocks look like going forward?

Economic growth: Perception vs. reality

Is Q1 growth data too pessimistic or is rising consumer and business sentiment too optimistic?

Economic growth and payrolls: The old ball and chain

Strong payrolls can’t fix slow growth.

A March rate hike: Opportunity knocked and the FOMC answered

Today’s rate hike has left markets wondering what, if anything, has changed at the FOMC and where rates are going from here.

Inflation temperature check: Reading economic indicators and rate hike expectations

Inflation indicators are warming up. What does that mean for investors?
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