Consumer inflation remains elevated heading into this week’s Federal Open Market Committee meeting. Fiscal stimulus continues at historic levels. After being inverted for more than 2 years, U.S. Treasury 10-year
Weekly Review and Outlook 11/18/2024
Inflation remained elevated in October with both Consumer and Producer core price indices increasing 0.3% from the prior month. As I consider potential post-election model adjustments, I focus on continuing
Weekly Review and Outlook
In the 2024 election voters placed the White House and Senate in Republican control. Nearly a week after election day, the House results are still undecided mostly in California but
Weekly Review & Outlook: November 4, 2024
Hard to imagine a more eventful upcoming macroeconomic week in the U.S. with both a national presidential election and live Federal Open Market Committee meeting. Last week’s Employment Situation summary
Weekly Review & Outlook: October 28, 2024
Following the 2nd full week of quarterly earnings results, the percentage of beats crept higher to 72% while the median size of Earnings per Share surprise lessened to 5.7%. Sequential
Weekly Review & Outlook: October 21, 2024
Hurricane Milton disrupted activity across Florida including last week’s note. High winds and rain were destructive to many areas including Vero Beach. Work is still underway to repair damaged utilities