For inflation to keep falling, the labor market must continue to cool.

This chart makes me worried.

By: Peter Berezin

What’s the Difference Between the CPI and PCE Indexes?

Shelter Price Weights Cause PCE and CPI to Diverge

By: James W.

Time in the market beats timing the market

By: Valerie Noel

Consumer expectations for higher stock prices are at the highest in 3 years.

By: Daily Chartbook

Out of the 50 states that through electoral colleges will choose the next POTUS, there are 7 that are considered swing states.

By: Gustavo A. Cano

30% & Counting

Some noteworthy observations to share; please refer to the chart below which captures the past 30 years (S&P 500, Recession, Fed Funds).

By: Bruce Richards

MARKET EXTREMES PRECEDE MAJOR TREND CHANGES

By: Jonathan Baird, CFA

The US economy is seeing the highest boost in labor productivity in decades. While artificial intelligence could explain a small part of this, the main reason is a surge in business creation and economic dynamism.

By: Robert Spendlove

Peak ESG?

Search interest in ESG investing dropped significantly as investors became disillusioned (disappointing price action, tighter monetary conditions +general hype and arguably a fair bit of miss-selling/greenwashing)

By: Topdown Charts

"The fear of missing out on upside gains (FOMO) exceeding the fear of downside may seem irrational. But it’s happening. Since 2023 US equities have exhibited higher volatility on days equities are up than on days they are down."

By: Tilo Marotz