Consumer sentiment in the U.S. has collapsed to levels usually only seen during genuine economic crises. The S&P 500, meanwhile, is pushing toward all-time highs.
Something’s Broken in the Relationship Between Main Street and Wall Street Read More »
Leadership changes at the Federal Reserve, like the one coming this week when Jerome Powell’s term as chair comes to an end on the 15th, aren’t neutral events.
Fed Transitions Have a Track Record of Market Drawdowns Read More »
The Treasury safety premium is quietly eroding, a sign that investors are less willing to pay extra for U.S. government debt.
Treasuries Face New Pressures as Debt Loads and Volatility Rise Read More »
US consumer sentiment just hit a record low, and it’s not just an abstract number; it’s a warning.
As Inventory Builds, Buyers Pull Back in Largest Housing Gap on Record Read More »
US consumer sentiment just hit a record low, and it’s not just an abstract number; it’s a warning.
Rising Prices Push US Consumer Confidence to Historic Lows Read More »
When U.S.-Iran tensions escalated into active military confrontation in late February, shipping operators didn’t wait for an official closure of the Strait of Hormuz.
