Tag: u.s. economy

Most investors have likely come across the concept of the K-shaped economy — our industry does love to put letter shapes on things. In...

Strong YTD box office ticket sales suggest consumers are still spending selectively despite inflation and macro uncertainty A formidable Q2-Q3 movie lineup may keep families...

The U.S. housing market is experiencing a significant supply-demand imbalance, with housing starts reaching a one-year high even as existing home inventory remains sluggish...

Oil prices soared to kick off March after weekend military strikes on Iran, raising geopolitical tensions and inflation expectations Earnings are also in focus as...

Amid earnings and conferences, a packed week of macro releases could reshape the growth and inflation narratives heading into March Q4 GDP and PCE inflation...

Political noise, earnings momentum, and fresh economic data collide as markets recalibrate 2026 expectations Conference commentary and bank earnings offer some clarity amid policy drama...

After tonight’s NVIDIA (NASDAQ:NVDA) earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson...

We are now in the final peak week of the Q2 earnings season, S&P 500 EPS growth continues to improve, now at 11.8% YoY A...

It’s not quite the second quarter earnings season yet; that kicks off on July 15 with some of the big banks. In the meantime, investors will...

Given how loosely all the title terms are used, let’s start with the definitions of each. 1. Disinflation Definition: A slowdown in the rate of inflation—prices are...