Economy

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

Plus a charted review of the macro crosscurrents 🔀

Oct 26 •

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

There have always been bigger forces moving markets 👀

Oct 1 •

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 •

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

Plus a charted review of the macro crosscurrents 🔀

Sep 7 •

The stock market and the economy are diverging 📊

The S&P 500's fundamentals are outperforming 📈

Aug 27 •

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

Plus a charted review of the macro crosscurrents 🔀

Aug 24 •

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

Plus a charted review of the macro crosscurrents 🔀

Aug 10 •

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 •

A note about Trump firing the BLS commissioner 🤦‍♂️

When it comes to economic data, it's very difficult to hide the truth 🧮

Aug 1 •

Like the stock market, the jobs market has a history of adapting to destructive tech 🤖

Long-term growth always comes with a lot of short-term volatility 😥

Jul 29 •

The state of the American consumer, as told by their bankers 🎩

Plus a charted review of the macro crosscurrents 🔀

Jul 20 •

Economic data quality deteriorates — 2 thoughts for investors 🧮

Plus a charted review of the macro crosscurrents 🔀

Jun 8 •

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