February 13, 2025
Macro
Macro
Inflation Heats Up but Markets Keep Rallying

CPI and PPI came in hotter than expected but investors couldn't be bothered

February 9, 2025
News
News
News Recap • Week 6 2025

Earnings season, jobs data, consumer sentiment, and tariff talk

February 9, 2025
Macro
Macro
Mixed Signals: Jobs Data and Consumer Sentiment

Trying to make sense of this week's jobs and consumer sentiment reports

February 8, 2025
News
News
Earnings Roundup: Amazon, Alphabet, Disney, and More

Amazon, Alphabet, Disney, and many other giants on deck

February 8, 2025
Markets
Markets
Market Recap • Week 6 2025

Most indices finished the week with small changes after some significant volatility

February 2, 2025
News
News
News Recap • Week 5 2025

Diverging rate trajectories, earnings season in full swing, fresh inflation data, and a Trump tariff bomb