“I keep my eyes wide open all the time.”      – Johnny Cash   The U.S. and global eco…

The Consumer Price Index (CPI) measure of inflation surprised to the upside in April, increasing 0.3% on the month and 8.3% on the year. More troubli…

The market has struggled to price in shifting probabilities of various economic scenarios resulting from the war in Ukraine. The result has been vola…

The Consumer Price Index (CPI) for May showed an 8.6% annual increase and a 1% increase over April. The “Core” CPI measure that strips ou…

What happened? The Federal Reserve’s FOMC (“Federal Open Market Committee”) announced a widely expected half percentage point in…

The Fed, Inflation, and Interest Rates The coming year is likely to see a nearly constant Federal Reserve (“Fed”) watch as the Central…

With potential changes to tax laws looming and a mergers and acquisitions market that’s on fire, it’s an important time for business…

“In God we trust. All others must provide data.”  Dr. William Schaffner, Vanderbilt University Medical Center, as quoted in The New York Times on 02/…

It’s been a rocky start to the year, so let’s begin with the good news. The jobs report released in early February showed a healthy incre…

U.S. CPI soared 7.0% (year-over-year) in December, outpacing prior-month readings and closing out 2021 at a 40-year high  [Exhibit 1]. Cor…