Macro It was an eventful start to the new year for stocks and the economy. Here’s what went down in January. Some would say it has been a long time coming, but the S&P 500 finally hit new all-time highs in January. Economic growth was strong in the fourth quarter of 2023, with gross domestic…Read more
Navigating the Fed’s Dual Mandate Inflation has come down faster than expected, unemployment has remained low, the stock market has hit new all-time highs, and consumer sentiment has improved. It’s hard to imagine a better past few months for the Federal Reserve’s attempt at achieving a soft landing. However, this doesn’t mean that the coast…Read more
Welcome to class When you think of drivers of the economy you might think of manufacturing, or exports. But since last year, you may also think of Taylor Swift. Her groundbreaking, multi-billion “Eras” tour dished out a boost to local economies, including hotels and restaurants. When her relationship with Kansas City Chiefs tight-end Travis Kelce…Read more
