Four weeks into the US/Israel-Iran conflict, the US economy is caught in a peculiar temporal illusion: the hard data still looks resilient, the soft data has already cracked and the

Three weeks into the US/Israel-Iran war, the economic data is telling two very different stories — one of an economy that was performing admirably before February 28, and one now

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