February 23, 2025
Macro
Macro
US Macro Data Point to Economic Slowdown

Services PMI, home sales, and consumer sentiment all point to a weakening economy

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
Macro
Macro
Mixed Signals: Jobs Data and Consumer Sentiment

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