Latest News

• The Fed Finally Moved

  September 20, 2026

  
  The Fed Finally Moved
  The Fed hiked for the first time since 2023, and no committee member objected.

• Calm Under Pressure

  September 13, 2026

  
  Calm Under Pressure
  Rate-hike odds ran from 32% to 87% in a month, and volatility never noticed.

• Weekly H&C OOO Sick

  August 30, 2026

  
  Weekly H&C OOO Sick
  Markets up but commentary is limited. We’re OOO sick.

• The Economy Didn’t Get the Memo

  August 23, 2026

  
  The Economy Didn’t Get the Memo
  A losing week for stocks and one of the best weeks the economy has had in four years.

• Flat Averages but Loud Data

  August 16, 2026

  
  Flat Averages but Loud Data
  The indexes barely budged, which was the least interesting thing that happened.

• Fewer Jobs, More Records

  August 9, 2026

  
  Fewer Jobs, More Records
  Payrolls shrink, hike odds fade, and markets hit records.