The third quarter was anything but dull. Markets spent much of the summer digesting a cocktail of Fed rate cuts, political drama, and tariff talk that rattled headlines almost as much as they moved prices. On balance, the global economy proved more resilient than many expected, though cracks in the façade remain.  In the U.S., growth significantly increased from its earlier hiccup, confounding sceptics. Consumers kept spending - albeit more carefully - as inflation continued

For the week ended 10/04/2025. Welcome to October. Before you take a sip of that increasingly expensive Java, let’s talk confidence –...

For the week ended 9/27/25. Good morning and welcome to Monday. Take a sip of your brew and let’s dive in. First off, the third revision...

For the week ended 9/20/2025. Welcome to the week and yet another glorious fall day. Let’s get right into it, shall we? As we all know by...

For the week ended 9/13/25. Welcome to the second half of September. And for those football fans in the audience, you’re either...

For the week ended 9/6/2025. Welcome back after our Labor Day breather. Let’s jump straight into the skillet. Consumer confidence took a...

For the week ended 8/23/25. So here we are again. Jerome Powell strolled into Jackson Hole and, for the first time in a while, cracked...

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 7/12/25. Economic Data Good, Renovation Drama Better What can you say? GDP for the second quarter is estimated at a...

Ignore the noise from D.C., and things are looking surprisingly solid. Yes, Q1 GDP hit a wall, but mostly because businesses and savvy...

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...