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The Stay-Put Economy
Why US housing sales can slump while prices hold firm, and where the economic value moves when households stay put.
Macro & Markets
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Latest weekly newsletter
Why US housing sales can slump while prices hold firm, and where the economic value moves when households stay put.
A rate increase is neither an automatic equity warning nor proof of strength. Earnings, inflation and productivity determine which story investors are living through.
Over the last few years, markets have absorbed inflation shocks, aggressive rate hikes, geopolitical stress, trade tensions, and the explosive rise of AI; yet the S&P 500 has remained…
The past year was anything but ordinary. Trade wars returned, artificial intelligence surged at unprecedented scale, governments ran ever-larger deficits, and faith in institutions was…
The financial markets are abuzz with anticipation for 2025, fueled by a blend of optimism and cautious recalibration.
Across the United States, the rise of data centers has been dramatic. Yet, paradoxically, the national power demand figures tell a different story.
As we move toward 2026, investors are trying to make sense of one of the most important forces shaping financial markets: The future of U.S. monetary policy.
The U.S. debt has surged to unprecedented levels, now exceeding 120% of GDP and surpassing $35 trillion.
