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Economic Trends

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Expect A Subtle Shift, Not A Fed Pivot

The Federal Reserve's rhetoric may become less hawkish, but don't expect a pivot to rate cuts.

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Will GDP Growth in Q3 Derail A Fed Pivot?

GDP flipped positive, but underlying data isn't compelling, and an inverted yield curve suggests growth could be fleeting.

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Jobs Data Likely Means Higher Interest Rates

The unemployment rate fell last month, providing the Federal Reserve cover for additional increases to the Federal Funds rate.

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Treasury Bonds Did Something They Haven’t Done In 40 Years

Treasury Bond yields have broken a downtrend stretching back to the 1980s.

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The Federal Reserve Remains Stocks’ Enemy

The Federal Reserve increased interest rates by another 0.75% today, stiffening the headwind for stocks.

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Stocks: August’s CPI Report Deals A Blow to Bulls

Stocks were sent crashing because inflation remained stubbornly high in August.

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Is Oil’s Negative Impact on Inflation Almost Over?

Oil and gasoline have contributed to inflation this year, but lower prices could mean inflation decelerates.

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Here’s Why Stocks Sold Off

The Fed's hawkish comments have taken a toll on stocks.