What did Chairman Powell tell 60 Minutes last night? Basically, there’s no rush to cut interest rates at this time but they’re not going to wait to achieve 2% inflation target before cutting.

By: Leo Kolivakis

Upside in January jobs report is that breadth of job gains strengthened considerably …

By: Liz Ann Sonders

BOOM! US jobs CRUSH expectations again!!

By: Leo Kolivakis

🌏 Is Your Portfolio Hedged Against Rising Geopolitical Risks?

By: Reda Farran, CFA

Defying logic.

By: Otavio (Tavi) Costa

Inflation: The last mile will be the hardest ... ?

By: Christof Leisinger

"At the current monthly rundown pace, excess savings should continue to support consumer spending at least through the rest of 2024."

By: Daily Chartbook

While the cap-weighted S&P 500 is at a new high, the same cannot (yet) be said for the equal-weighted index, nor small caps. But history shows that eventually the soldiers will lead the generals, sometimes quickly and sometimes slowly. 

By: Jurrien Timmer

Not to long ago, UPS announced its drivers would make up to a whopping $170,000 per year, in pay and benefits!

By: Ryan Lemand, PhD

The International Monetary Fund expects the globe to pull off a soft landing in 2024, skirting a recession while inflation falls.

By: Leo Kolivakis