by Mark Chandik | Mar 10, 2025
“The new Administration is in the process of implementing significant policy changes in four distinct areas: trade, immigration, fiscal policy, and regulation. It is the net effect of these policy changes that will matter for the economy and for the path of monetary...
by Mark Chandik | Mar 3, 2025
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...
by Mark Chandik | Feb 24, 2025
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...
by Mark Chandik | Feb 18, 2025
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%),...
by Mark Chandik | Feb 10, 2025
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...
by Mark Chandik | Feb 3, 2025
The U.S. Bureau of Economic Analysis reported last week that Gross Domestic Product (GDP), which is the largest measure of goods and services for the economy, expanded at a 2.3% annualized pace in the fourth quarter. That’s down from 3.1% in Q3. While a little lighter...
