Economy

More layoffs, more corporate earnings growth? 🤑

AI is driving an uncomfortable narrative that favors stock market investors 📈

Dec 10 • Sam Ro, CFA

No official jobs data, but the unofficial data is unambiguously discouraging 💼

Plus a charted review of the macro crosscurrents 🔀

Nov 9 • Sam Ro, CFA

The economy may not be working for everyone right now, but it’s at least working for stock market investors 🎭

We're gonna hear more about the K-shaped economic narrative 🔀

Nov 7 • Sam Ro, CFA

The delay in SNAP benefits represents a 'sizable risk' 🛒

A lot of people doing their best to make ends meet could get hit by a benefits interruption.

Nov 3 • Sam Ro, CFA

The next couple of years for the job market could be tough 🫤

Plus a charted review of the macro crosscurrents 🔀

Oct 26 • Sam Ro, CFA

I remember when we didn't talk about U.S. government shutdowns 🫢

There have always been bigger forces moving markets 👀

Oct 1 • Sam Ro, CFA

JPMorgan strategist warns Fed rate cuts 'could weaken rather than strengthen demand' 👀

Challenging the consensus view that Fed rate cuts would stimulate the economy 😬

Sep 9 • Sam Ro, CFA

4 sometimes-conflicting ways I’m thinking about the economy 😬😞😎🙃

Plus a charted review of the macro crosscurrents 🔀

Sep 7 • Sam Ro, CFA

The stock market and the economy are diverging 📊

The S&P 500's fundamentals are outperforming 📈

Aug 27 • Sam Ro, CFA

Fed Chair Powell: It's a 'challenging situation' ⚖️

Plus a charted review of the macro crosscurrents 🔀

Aug 24 • Sam Ro, CFA

Eye-popping stats from the market's big growth stories 👀

Plus a charted review of the macro crosscurrents 🔀

Aug 10 • Sam Ro, CFA

We're at an economic tipping point ⚖️

At least there's a glass-half-full way of looking at what could be the next recession 🥃

Aug 4 • Sam Ro, CFA

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