Strong GDP, Weak Jobs: An Unprecedented Divergence Emerges
The US economy grew by roughly 2.7% in 2025, but underneath that headline something unusual is happening.
Strong GDP, Weak Jobs: An Unprecedented Divergence Emerges Read More »
When Oil Hits $100, Stock Market History Turns Cautious
In the U.S. markets, the historical pattern around geopolitical-driven selloffs has been pretty predictable. They’re usually temporary.
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US Trade Deficit Ends 2025 Near Historic Levels Despite Policy Shifts
The US trade deficit closed out 2025 at $901.5 billion, among the largest on record since records began in 1960.
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Red Flags for Consumers as Debt Delinquencies Reach Decade High
Q4 household debt delinquencies hit 4.8%, the highest level since 2017. But the headline number obscures a more troubling reality: this isn’t a broad-based crisis. It’s a targeted one.
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ADP Report Shows Weakest Job Gains in Months Amid Labor Market Cooling
January’s jobs data just sent a pretty clear signal: the job market is slowing down.
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Shipping Slowdown Deepens as Cass Index Sends Early Warning
Freight doesn’t get a lot of hype or attention, but shipping metrics can tell us a lot about the state of the economy.
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