Unlocking Labor Market Insights Perhaps the most supportive economic data is that of the labor market. Things are cooling, but there’s been no big breakdown. The labor market matters for two very big reasons: 1) consumers will keep spending as long as they’re not worried about their jobs, and 2) it’s the second part of…Read more
Defying Expectations It’s Been a Long Year… for Bears Bearish sentiment was easy to come by at the beginning of 2023. Not just bearish sentiment on the stock market, but also pessimism over the Fed’s ability to control inflation, the economy’s fortitude to withstand rate hikes, and consumers’ willingness to spend as they embarked on…Read more
Software Squeeze Times have been tough for software vendors catering to small and medium-sized businesses, or SMBs. A tricky economic climate, with elevated inflation and high interest rates weighing on consumers, have made potential investors in the sector increasingly skeptical. Reading the Economic Tea Leaves Major players across the sector have issued cautious forecasts, including…Read more
