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...

For week ended 3/15/2025. Last week brought an unexpected twist in the inflation saga. The February CPI report showed year-over-year...

For the week ended 3/8/2025. Jobs: Hiring Increases as Does Unemployment First, the good news—the U.S. economy kept adding jobs at a...

For week ended 3/2/2025. Prior to the dot-com crash in early 2000, the crucial warning sign was the lack of profitability among the...

For week ended 2/23/25. Washington, D.C. has been buzzing with noise lately—depending on your politics, you’re either distressed or...

For week ended 2/16/2025 It’s back! Yes, I’m talking about the scourge of inflation. This one economic data point has inflicted more...