The Other Shoe Drops This week, the focus is on how the latest tariff shocks are impacting inflation and consumer sentiment. The release of April Consumer Price Index (CPI) data will be the main event, while the Producer Price Index (PPI) and import/export price data will play a supporting role. Together these reports will provide…Read more
No Preemptive Moves By looking at the Federal Reserve’s May meeting statement, you’d think not much had happened since the prior meeting. The statement noted that economic activity expanded at a solid pace, the unemployment rate had stabilized at a low level, and inflation remained somewhat elevated. With no official update to the central bank’s…Read more
Will the Real Economy Please Stand Up? Investing is never free of uncertainty, and that has felt especially true in the current macro environment. With the release of the first quarter GDP report, however, clarity is dipping its toes back into the market ever so slightly. Let’s dive in. Economic growth in Q1 2025 showed…Read more
