This week’s data offered a reassuring message for markets: despite political noise, tariff headlines and breathless commentary, the economic fundamentals remain surprisingly well-behaved. The expansion

The first full week of the year did its best to remind us that 2026 is not easing into anything quietly. We had regime change

Through the Fog: Cooling Without Cracking and the Art of Not Overreacting If this quarter had a single defining feature, it was not inflation, rates,

As the year draws to a close, investors are left squinting through a familiar seasonal haze. Holiday timing effects, delayed releases from the government shutdown