For the week ended 8/16/25. First the good news: year-over-year inflation held steady in July at 2.7%, matching June’s reading and...

For the week ended 8/9/2025. It was the 1970s: a great time to be alive, KC and the Sunshine Band on the radio, Star Wars  in theaters,...

For the week ended 8/2/2025. Much going on in economic land, so refill your mug and buckle in. First, the bright spot: consumer...

For the week ended 7/26/2025. Despite a backdrop of global uncertainty of trade tensions, international friction, and the usual...

For the week ended 7/19/2025. It’s becoming increasingly difficult to fire someone, especially in the court of public opinion, when...

For the week ended 7/5/2025. I hope you had a rousing, fireworks-filled 4th of July and welcome back to another week of data, decisions,...

For the week ended 6/28/2025. Go figure. The Middle East is in turmoil, tariff threats keep popping out of D.C. like rabbits from a...

For the week ended 6/21/2025. Welcome to Monday Morning Musings . If you’ve clicked in, I’ll assume you’ve had your fill of geopolitical...

For the week ended 6/14/25. Where’s the Inflation? (No, Seriously.) Okay, where is  the inflation? While we’re not quite ready to pop...

For the week ended 6/7/2025. Top of the morning to you! Hopefully, you're as excited to read this edition of Monday Morning Musings as...

For the week ended 5/31/2025. Back in Action – and So Are the Markets Welcome back after the Memorial Day respite. Hopefully you enjoyed...

For the week ended 5/17/2025. Good morning, shall we start with the good news or the bad? Being the optimist I occasionally pretend to...

For the week ended 5/10/2025. Pop Quiz: How Long Would It Take to Spend $1 Trillion at $1 Million a Day? Answer at the bottom. No...

For the week ended 5/3/2025. Wow, lots to unpack this week, so let’s skip the pleasantries and dive right in. First Up: The GDP Gut Punch...

For week ended 2/26/2025. Let’s start the week with a bit of good news, shall we? Feel free to unbuckle your seatbelt for a few minutes...

For the week ended 4/19/2025. Welcome back to Monday, and I hope your Easter weekend was filled with just enough chocolate to make up...

For the week ended 4/12/2025. In a sign of just how upside-down things have gotten, last week’s inflation data got bumped to page three...

For week ended 4/5/2025. In case you missed it, and let’s be honest, most did, the U.S. added 228,000 jobs last month. That’s a full...

For the week ended 3/29/2025. Let’s take a break from the daily headline chaos and talk about something that rarely gets the spotlight...

For the week ended 3/22/2025. If Jerome Powell ever wanted a side gig, he might consider circus work—because right now, he and his FOMC...