A Whiff of Uncertainty

A Whiff of Uncertainty

There are times when the economic data is strong, and when considered together, the economic reports surpass expectations. Such cycles run their course, and the economic reports turn softer. That overperform/underperform cycle can repeat itself multiple times during...
Earnings Impress

Earnings Impress

On January 13th, the Wall Street Journal published an article entitled “Investors Hope Earnings Season Can Revive Faltering Stock Rally—With the Fed unlikely to cut interest rates as quickly as hoped, corporate earnings growth becomes even more critical.” It’s not...
Explaining Away a Hot Inflation Report

Explaining Away a Hot Inflation Report

The Consumer Prices Index, as reported by the U.S. Bureau of Labor Statistics (BLS), rose 0.5% in January; the annual rate is up 3.0% versus 2.9% in December. The closely followed core CPI, which excludes food and energy, rose 0.4% (0.446%, nearly rounded to 0.5%),...
Tariff Threat in Play

Tariff Threat in Play

Our weekly Insights offers updates on pertinent financial and economic topics that educate and inform. They focus on what is important to investors. These may include inflation, the economy, interest rates, the Federal Reserve, and corporate profits. We analyze a...