If the macro economy were a movie this week, the plot would feature three protagonists: geopolitics, artificial intelligence and the American consumer. The twist is

Markets spent much of this week digesting the geopolitical escalation in the Middle East while simultaneously parsing a steady stream of U.S. economic data. Between

  The U.S. economy continues to do what it has done best over the past year: refuse to fit neatly into a single narrative. Confidence

This was a week where policy headlines threatened to overwhelm the data. The Supreme Court struck down key tariffs. Hours later, the President of the