An uneasy calm has settled over markets, but the quiet is unlikely to last. With the Independence Day holiday in the rearview mirror, attention now turns to potential fireworks elsewhere. The main event is Wednesday, the date a 90-day pause on a slate of broad, reciprocal tariffs is set to expire. Back in April, the…Read more
Trade and Jobs This week marks a critical juncture for financial markets, with two major storylines set to converge: The implementation of broad-ranging tariffs and the Friday jobs report. Investors seem more focused on the former – which President Trump has referred to as “the big one” – but both have the potential to move…Read more
How Cool Is Too Cool? The economy has gradually cooled over the last year or two, but where is it headed? Inflation has come down notably, while the labor market continues to remain resilient (even though it’s not as blazing hot as it was two years ago). As Federal Reserve Chair Jerome Powell noted at…Read more
