Economy

How U.S. economic strength was a drag on Q1 GDP 🤯

U.S. imports outpaced exports to weaker trading partners 🇺🇸

Apr 25 •

Higher oil prices meant something different in the past 🛢️

The U.S. economy and stock market will have both winners and losers ⚖️

Apr 22 •

Unsettling stats about consumer health are missing the bigger picture 💵

Americans have money, and they're spending it 🛍️

Apr 15 •

'Check yourself' as the data zig zags ↯

Plus a charted review of the macro crosscurrents 🔀

Mar 31 •

When two popular recession indicators failed 👎

Plus a charted review of the macro crosscurrents 🔀

Mar 24 •

There's a more important force than the Fed driving the stock market 💪

The Fed's next move might not be that big of a deal for prices 🤷🏻‍♂️

Mar 20 •

A chart market skeptics will find frustrating 📉📈

Plus a charted review of the macro crosscurrents 🔀

Mar 17 •

Promising signs for productivity ⚙️

Plus a charted review of the macro crosscurrents 🔀

Mar 10 •

The stock market is unbothered by the shrinking number of expected rate cuts 🤷🏻‍♂️

Whether or not the Fed cuts rates is not the right question [PART 2] 🔪

Mar 4 •

Two big upside risks to watch 🤖💉🚀

Plus a charted review of the macro crosscurrents 🔀

Mar 3 •

Every macro layoffs discussion should start with this key metric 📊

Plus a charted review of the macro crosscurrents 🔀

Feb 18 •

Recession worries recede 🌊

Plus a charted review of the macro crosscurrents 🔀

Feb 11 •

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