Markets and Economy
Read our latest market commentary on of-the-moment trends so you can make informed investment decisions
Desert Song: Relying on Alt Data for Economic Pulse
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
What Happened to Germany's Spending Boom?
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
How to Effectively Read the Fed's Beige Book
Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.
Solana ETPs Cleared to Trade: What to Know
Trading of solana ETPs started October 28, 2025, but investors should proceed with caution.
Is It a Good Time to Consider Japanese Stocks?
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
Alternative Candidate(s) for Data During Shutdown
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
Better Half? Biannual Earnings Proposed, Assessed
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
How to decipher the Federal Reserve's Dot Plot
What does the “dot plot” indicate about the direction of interest rates?
5 Under-the-Radar Inflation Gauges
While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?