The February payroll report topped expectations but prior months were revised substantially lower. Powell’s congressional testimony left the anticipated 2024 monetary path unchanged ahead of this week’s inflation data and
Weekly Review & Outlook: March 4, 2024
Inflation data was confirmed as running hot in January while February economic data provided mixed readings. Broader equity markets made new all time highs and bank stocks spun their wheels.
Weekly Review & Outlook: February 26, 2024
February PMI data showed a surprising increase in Manufacturing activity and other secondary macro data was consistent with moderate economic growth. Highlights for the coming week will be additional inflation
Weekly Review & Outlook: February 20, 2024
January consumer inflation data showed prices increasing more than expected while nominal January retail sales seasonally contracted. Bank industry news was more subdued than recent weeks. The January Consumer Price
Weekly Review & Outlook: February 12, 2024
Last week was relatively quiet from a macroeconomic perspective with no updates to material change the observed economic vector. This week’s news pace picks up highlighted by 1 of 2
Weekly Review & Outlook: February 5, 2024
“People are going to the store, and they’re paying much more for the basics of life than they were two years ago, three years ago. And they’re not happy about