The latest inflation numbers show price acceleration that’s still modest enough to warrant a pause in rate tightening. Read More

The CPI rose 3.7% in August from a year earlier, up from 3.2% in July. The chief culprit: higher gasoline costs. Read More

CPI and PPI reports this week, and the Fed’s decision on rates next week, will drive the markets for the rest of 2023. Read More

The outperformance of cyclical stocks underscores the long-term bull case, but we face near-term hurdles as sentiment battles seasonality. Read More

There’s an analogy between the turbulence experienced by pilots and investors. Here's how to read the indicators and adjust your flight plan. Read More

The long-feared economic recession hasn’t occurred and it’s no longer in the forecast, as indicators increasingly provide reason for optimism. Read More

September-October is historically a time for storms, in the markets and along the Atlantic coast. Here's how to brace for seasonal volatility. Read More

The latest economic data reflect disinflationary trends, strengthening the case for the Fed to sit pat on rates at its next meeting. Read More

Now that the seasonal transition from summer to fall is underway, let’s review the past month and look at the month ahead. Read More

The latest data for the central bank’s preferred inflation gauge showed a slight uptick, but the long-term inflation trend remains favorable. Read More