Latest News

• Under the Hood

  November 1, 2026

  
  Under the Hood
  The economy looks strong and the Fed stayed put. The trouble is underneath.

• Counting the Cost

  October 25, 2026

  
  Counting the Cost
  Investors questioned the price of AI, and voters questioned the price of everything else.

• Sticker Shock

  October 18, 2026

  
  Sticker Shock
  Inflation ran hot and AI stocks cooled. Suddenly everyone is checking the price tag.

• Where Rates Hit Home.

  October 11, 2026

  
  Where Rates Hit Home.
  Stocks rose while oil and yields swung. The economy looks slower, though still moving.

• Not the Usual Crowd

  October 4, 2026

  
  Not the Usual Crowd
  Hiring slowed sharply. Meanwhile, the people trading stocks aren’t who they used to be.

• Stocks Rise. So Do Yields.

  September 27, 2026

  
  Stocks Rise. So Do Yields.
  Stocks had a fine week. The bond market disagreed.