Ready, Set, Go! A new year is underway and it feels good to be back. The beginning of the year in markets is always an exciting time because so much lies ahead of us. The unpredictability of it almost seems welcome, investors aren’t yet jaded by surprises or finding out their expectations were off-base. January…Read more
Unraveling the Enigma Wrapped in Contradictions. It would be too easy and too obvious if all the signals said the same thing. But the opposite extreme isn’t fun either, the plethora of counterpoints for every point can leave investors with their heads spinning. And that’s where I think we are right now, wrapped in contradictions….Read more
Unlocking Labor Market Insights Perhaps the most supportive economic data is that of the labor market. Things are cooling, but there’s been no big breakdown. The labor market matters for two very big reasons: 1) consumers will keep spending as long as they’re not worried about their jobs, and 2) it’s the second part of…Read more
