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 that each storyline is pulling

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 winter storms, geopolitical tensions and

  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 is soft but spending holds

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 United States floated a new