First Trust Economic and Market Commentary
Commentary
Macro
- Source
- First Trust Advisors
- Source Link
- https://www.ftportfolios.com/
Publications
Housing Tracker - Fourth Quarter 2025
Oct 14, 2025
Monthly Talking Points - A Recap of September 2025
Oct 13, 2025
Week Ended October 10, 2025
Oct 13, 2025
Monday, October 13, 2025
Oct 13, 2025
Underneath the Noise, Budget Deficit Progress!
Oct 13, 2025
Third Quarter 2025
Oct 10, 2025
Equity Newsletter - 4th Quarter 2025
Oct 09, 2025
Market Observations - Paying Dividends
Oct 09, 2025
S&P 500 Index Performance Check: Q3 2025
Oct 09, 2025
Fixed Income Client Resource Kit - September 2025
Oct 08, 2025
Asset Flows Monitor October 2025 Edition
Oct 07, 2025
Income Insights 4th Quarter 2025
Oct 07, 2025
Equity Client Resource Kit - Third Quarter 2025
Oct 06, 2025
Week Ended October 3, 2025
Oct 06, 2025
Week of October 6th
Oct 06, 2025
History Rhymes - Don't Forget It
Oct 06, 2025
Dividends Client Resource Kit - Third Quarter 2025
Oct 06, 2025
Market Minute - October 2025
Oct 03, 2025
Government Shutdowns: More Drama Than Damage
Oct 02, 2025
Inflation Client Resource Kit - August 2025
Oct 01, 2025
Recessions Client Resource Kit - Third Quarter 2025
Oct 01, 2025
Market Observations - Snapshot of Bond Valuations
Sep 30, 2025
Week of September 29th
Sep 29, 2025
The Shutdown Showdown
Sep 29, 2025
Week Ended September 26, 2025
Sep 29, 2025
Personal Income Rose 0.4% in August
Sep 26, 2025
Is the American Dream Unattainable?
Sep 25, 2025
New Orders for Durable Goods Rose 2.9% in August
Sep 25, 2025
Existing Home Sales Declined 0.2% in August
Sep 25, 2025
New Single-Family Home Sales Jumped 20.5% in August
Sep 24, 2025
Monetary Musings
Sep 22, 2025
Week Ended September 19, 2025
Sep 22, 2025
Week of September 22nd
Sep 22, 2025
U.S. Household Net Worth Hits Record High in Q2 2025
Sep 18, 2025
Risk Management
Sep 17, 2025
Housing Starts Declined 8.5% in August
Sep 17, 2025
Market Observations - Growth Vs. Value Investing
Sep 16, 2025
Industrial Production Increased 0.1% in August
Sep 16, 2025
Retail Sales Rose 0.6% in August
Sep 16, 2025
Week of September 15th
Sep 15, 2025
So, Maybe That Drop In M2 Really Did Matter
Sep 15, 2025
Week Ended September 12, 2025
Sep 15, 2025
The Consumer Price Index (CPI) Rose 0.4% in August
Sep 11, 2025
Asset Flows Monitor September 2025 Edition
Sep 09, 2025
Fixed Income Client Resource Kit - August 2025
Sep 09, 2025
Market Observations - Gold, Silver, and the Miners
Sep 09, 2025
Brian Wesbury - It's a Topsy-Turvy World
Sep 09, 2025
Week of September 8th
Sep 08, 2025
Immigration, Tariffs, and AI, Oh My!
Sep 08, 2025
Week Ended September 5, 2025
Sep 08, 2025
Nonfarm Payrolls Increased 22,000 in August
Sep 05, 2025
Electric Vehicle Adoption Around the Globe
Sep 04, 2025
Market Minute - September 2025
Sep 03, 2025
The ISM Manufacturing Index Rose to 48.7 in August
Sep 02, 2025
Do Valuations Matter?
Sep 02, 2025
Monthly Talking Points - A Recap of August 2025
Sep 02, 2025
Week of September 1st
Sep 02, 2025
Week Ended August 29, 2025
Sep 02, 2025
Personal Income Rose 0.4% in July
Aug 29, 2025
Q2 Look at Fed Reserve Financials Not Pretty
Aug 28, 2025
New Orders for Durable Goods Declined 2.8% in July
Aug 26, 2025
Market Observations - Financial Exuberance?
Aug 26, 2025
Fed Still Evading Key Issues
Aug 25, 2025
New Single-Family Home Sales Declined 0.6% in July
Aug 25, 2025
Week Ended August 22, 2025
Aug 25, 2025
Week of August 25th
Aug 25, 2025
Existing Home Sales Increased 2.0% in July
Aug 21, 2025
Income Insights Special Edition July 31, 2025
Aug 21, 2025
Housing Starts Rose 5.2% in July
Aug 19, 2025
Week of August 18th
Aug 18, 2025
Departures From Free-Markets Aren't New
Aug 18, 2025
Week Ended August 16, 2025
Aug 18, 2025
Industrial Production Declined 0.1% in July
Aug 15, 2025
Retail Sales Rose 0.5% in July
Aug 15, 2025
The Producer Price Index (PPI) Rose 0.9% in July
Aug 14, 2025
Household Debt Hits New High in Q2
Aug 14, 2025
The Consumer Price Index (CPI) Rose 0.2% in July
Aug 12, 2025
As the Fed Turns
Aug 11, 2025
Week of August 11th
Aug 11, 2025
Week Ended August 8, 2025
Aug 11, 2025
Asset Flows Monitor August 2025 Edition
Aug 08, 2025
Market Observations - Homebuilder-Related Stocks
Aug 07, 2025
Fixed Income Client Resource Kit - July 2025
Aug 07, 2025
Monthly Talking Points - A Recap of July 2025
Aug 07, 2025
Market Observations - Consumer Checkup: Aisle 7
Aug 05, 2025
Week of August 4th
Aug 04, 2025
Week Ended August 1, 2025
Aug 04, 2025
Everything is Political...Be Careful
Aug 04, 2025
Market Minute - August 2025
Aug 01, 2025
Nonfarm Payrolls Increased 73,000 in July
Aug 01, 2025
The ISM Manufacturing Index Declined to 48.0 in July
Aug 01, 2025
Margin Debt Crosses $1 Trillion
Jul 31, 2025
Market Observations - Consumer Delinquency Rates
Jul 31, 2025
Personal Income Rose 0.3% in June
Jul 31, 2025
Real GDP Grew at a 3.0% Annual Rate in Q2
Jul 30, 2025
Waiting, but Why?
Jul 30, 2025
Market Observations - A Snapshot of Bond Valuations
Jul 29, 2025
Week of July 28th
Jul 28, 2025
Q2 Rebound is No Big Deal
Jul 28, 2025
Jeff Chang - Taming Bitcoin's Volatility
Jul 28, 2025
Week Ended July 25, 2025
Jul 28, 2025
New Orders for Durable Goods Declined 9.3% in June
Jul 25, 2025
New Single-Family Home Sales Increased 0.6% in June
Jul 24, 2025
Stablecoins 101
Jul 24, 2025
Existing Home Sales Declined 2.7% in June
Jul 23, 2025
Revisiting the Case for Cybersecurity
Jul 22, 2025
Week Ended July 18, 2025
Jul 21, 2025
Fed Independence is a Myth
Jul 21, 2025
Week of July 21st
Jul 21, 2025
Housing Starts Rose 4.6% in June
Jul 18, 2025
Retail Sales Rose 0.6% in June
Jul 17, 2025
Has the Housing Market Collapse Arrived?
Jul 17, 2025
Market Observations - Passive vs. Active Fund Flows
Jul 17, 2025
The Producer Price Index (PPI) Was Unchanged in June
Jul 16, 2025
Industrial Production Increased 0.3% in June
Jul 16, 2025
Equity Newsletter - 3rd Quarter 2025
Jul 16, 2025
Housing Tracker - Third Quarter 2025
Jul 16, 2025
The Consumer Price Index (CPI) Rose 0.3% in June
Jul 15, 2025
Week Ended July 11, 2025
Jul 14, 2025
Week of July 14th
Jul 14, 2025
BBB: Mostly More of the Same
Jul 14, 2025
Asset Flows Monitor July 2025 Edition
Jul 11, 2025
Alternatives Update 2st Quarter 2025
Jul 10, 2025
Federal Taxes: Who's Carrying the Load?
Jul 10, 2025
Equity Client Resource Kit - Second Quarter 2025
Jul 10, 2025
Market Observations - Earnings and Total Returns
Jul 10, 2025
Monthly Talking Points - A Recap of June 2025
Jul 09, 2025
Second Quarter 2025
Jul 08, 2025
Market Observations - The Only Constant is Change
Jul 08, 2025
Dividends Client Resource Kit - Second Quarter 2025
Jul 07, 2025
Week of July 7th
Jul 07, 2025
Week Ended July 4, 2025
Jul 07, 2025
Income Insights 3rd Quarter 2025
Jul 07, 2025
Fixed Income Client Resource Kit - June 2025
Jul 07, 2025
Not So Hot
Jul 07, 2025
S&P 500 Index 1H: A Broader Market Awakens
Jul 03, 2025
Nonfarm Payrolls Increased 147,000 in June
Jul 03, 2025
Election Client Resource Kit - June 2025
Jul 02, 2025
Market Minute - July 2025
Jul 02, 2025
Recessions Client Resource Kit - Second Quarter 2025
Jul 02, 2025
Week of June 30th
Jun 30, 2025
America's 3.5-Second Miracle
Jun 30, 2025
Week Ended June 27, 2025
Jun 30, 2025
Personal Income Fell 0.4% in May
Jun 27, 2025
New Orders for Durable Goods Surged 16.4% in May
Jun 26, 2025
Social Security: Eight Years Until Insolvency
Jun 26, 2025
New Single-Family Home Sales Declined 13.7% in May
Jun 25, 2025
Market Observations - Financial Exuberance?
Jun 24, 2025
Week of June 23rd
Jun 23, 2025
Week Ended June 20, 2025
Jun 23, 2025
Existing Home Sales Increased 0.8% in May
Jun 23, 2025
Mirror-Image Quarters and Iran
Jun 23, 2025
Inflation Client Resource Kit - May 2025
Jun 23, 2025
Commercial Real Estate Tracker - 2nd Quarter 2025
Jun 18, 2025
Housing Starts Declined 9.8% in May
Jun 18, 2025
Slower Growth, Higher Unemployment, Still Two Cuts
Jun 18, 2025
Retail Sales Declined 0.9% in May
Jun 17, 2025
Market Observations - View from the Observation Deck
Jun 17, 2025
Industrial Production Declined 0.2% in May
Jun 17, 2025
Dueling Economies
Jun 16, 2025
Week of June 16th
Jun 16, 2025
Week Ended June 13, 2025
Jun 16, 2025
Real GDP in Q1 and Q2: Ignore the Whiplash
Jun 12, 2025
The Producer Price Index (PPI) Rose 0.1% in May
Jun 12, 2025
Market Observations - Keeping Pace with Inflation
Jun 12, 2025
The Consumer Price Index (CPI) Rose 0.1% in May
Jun 11, 2025
Fixed Income Client Resource Kit - May 2025
Jun 10, 2025
Market Observations - Paying Dividends
Jun 10, 2025
Week Ended June 6, 2025
Jun 09, 2025
Asset Flows Monitor June 2025 Edition
Jun 09, 2025
Week of June 9th
Jun 09, 2025
Monthly Talking Points - A Recap of May 2025
Jun 09, 2025
Thoughts on Inflation
Jun 09, 2025
Nonfarm Payrolls Increased 139,000 in May
Jun 06, 2025
Market Minute - June 2025
Jun 03, 2025
The ISM Manufacturing Index Declined to 48.5 in May
Jun 02, 2025
Week Ended May 30, 2025
Jun 02, 2025
GDP Up, Inflation Down
Jun 02, 2025
Week of June 2nd
Jun 02, 2025
Personal Income Rose 0.8% in April
May 30, 2025
Market Observations - Global Government Bond Yields
May 29, 2025
Market Observations - A Snapshot of Bond Valuations
May 27, 2025
New Orders for Durable Goods fell 6.3% in April
May 27, 2025
Debt Downgrade Drama and the Budget
May 27, 2025
Week Ended May 23, 2025
May 27, 2025
Week of May 26th
May 27, 2025
Existing Home Sales Declined 0.5% in April
May 22, 2025
Week Ended May 16, 2025
May 19, 2025
Week of May 19th
May 19, 2025
Does Anyone Care that Keynesianism Doesn't Work?
May 19, 2025
Housing Starts Rose 1.6% in April
May 16, 2025
Industrial Production Remained Unchanged in April
May 15, 2025
Retail Sales Rose 0.1% in April
May 15, 2025
The Student Debt Reckoning Begins
May 15, 2025
The Consumer Price Index (CPI) Rose 0.2% in April
May 13, 2025
Market Observations - Worth the Weight?
May 13, 2025
Week of May 12th
May 12, 2025
Week Ended May 9, 2025
May 12, 2025
Is The Dollar Really Dying?
May 12, 2025
Inflation Client Resource Kit - March 2025
May 08, 2025
Market Observations - Passive vs. Active Fund Flows
May 08, 2025
Asset Flows Monitor May 2025 Edition
May 08, 2025
Fixed Income Client Resource Kit - April 2025
May 08, 2025
Monthly Talking Points - A Recap of April 2025
May 07, 2025
Awaiting Further Clarity
May 07, 2025
Market Observations - The Only Constant is Change
May 06, 2025
Week of May 5th
May 05, 2025
Week Ended May 2, 2025
May 05, 2025
Brian Wesbury - Trading Quarter-Zips for Farmland
May 05, 2025
No Recession Yet, But Risks Remain
May 05, 2025
Nonfarm Payrolls Increased 177,000 in April
May 02, 2025
Market Minute - May 2025
May 02, 2025
No, America Didn't Stop Making Things
May 01, 2025
Market Observations - Sell In May and Go Away?
May 01, 2025
Real GDP Declined at a 0.3% Annual Rate in Q1
Apr 30, 2025
Personal Income Rose 0.5% in March
Apr 30, 2025
Don't Watch "Cash on the Sidelines"
Apr 28, 2025
Week Ended April 25, 2025
Apr 28, 2025
Week of April 28th
Apr 28, 2025
Who Really Owns America's $36 Trillion Debt?
Apr 24, 2025
Existing Home Sales Declined 5.9% in March
Apr 24, 2025
New Orders for Durable Goods Jumped 9.2% in March
Apr 24, 2025
New Single-Family Home Sales Increased 7.4% in March
Apr 23, 2025
Housing Tracker - Second Quarter 2025
Apr 23, 2025
Week Ended April 17, 2025
Apr 21, 2025
Week of April 21st
Apr 21, 2025
Near Zero Q1, Uncertainty Ahead
Apr 21, 2025
Housing Starts Declined 11.4% in March
Apr 17, 2025
Industrial Production Declined 0.3% in March
Apr 16, 2025
Retail Sales Rose 1.4% in March
Apr 16, 2025
Alternatives Update 1st Quarter 2025
Apr 16, 2025
Is the Tide Turning for International Equities?
Apr 15, 2025
Time to Cut Rates
Apr 14, 2025
Week Ended April 11, 2025
Apr 14, 2025
Week of April 14th
Apr 14, 2025
Equity Newsletter - 2nd Quarter 2025
Apr 11, 2025
First Quarter 2025
Apr 11, 2025
Income Insights 2nd Quarter 2025
Apr 08, 2025
Tariffs, the Economy, and Stocks
Apr 07, 2025
Fixed Income Client Resource Kit - March 2025
Apr 07, 2025
Week Ended April 4, 2025
Apr 07, 2025
Week of April 7th
Apr 07, 2025
Nonfarm Payrolls Increased 228,000 in March
Apr 04, 2025
Asset Flows Monitor April 2025 Edition
Apr 04, 2025
Monthly Talking Points - A Recap of March 2025
Apr 04, 2025
Equity Client Resource Kit - First Quarter 2025
Apr 03, 2025
Market Minute - April 2025
Apr 03, 2025
Dividends Client Resource Kit - First Quarter 2025
Apr 02, 2025
Inflation, the Fed, and the Markets
Mar 31, 2025
Week Ended March 28, 2025
Mar 31, 2025
Week of March 31st
Mar 31, 2025
Midterm Election Client Resource Kit - March 2025
Mar 28, 2025
Personal Income Jumped 0.8% in February
Mar 28, 2025
Recessions Client Resource Kit - First Quarter 2025
Mar 27, 2025
The Fed's 2024 Financial Recap
Mar 27, 2025
Market Observations - Crude Oil Price Update
Mar 27, 2025
New Orders for Durable Goods Rose 0.9% in February
Mar 26, 2025
Tariffs Client Resource Kit - March 2025
Mar 26, 2025
Market Observations - Gold, Silver, and the Miners
Mar 25, 2025
Inflation Client Resource Kit - February 2025
Mar 25, 2025
Election Client Resource Kit - March 2025
Mar 25, 2025
Monday, March 24, 2025
Mar 24, 2025
Symptoms or Causes
Mar 24, 2025
Week Ended March 21, 2025
Mar 24, 2025
Week of March 24th
Mar 24, 2025
Mapping State Trade Trends
Mar 20, 2025
Existing Home Sales Increased 4.2% in February
Mar 20, 2025
Uncertain
Mar 19, 2025
Market Observations - A Snapshot of Bond Valuations
Mar 18, 2025
Housing Starts Rebounded 11.2% in February
Mar 18, 2025
Industrial Production Increased 0.7% in February
Mar 18, 2025
Retail Sales Rose 0.2% in February
Mar 17, 2025
Week Ended March 14, 2025
Mar 17, 2025
Week of March 17th
Mar 17, 2025
A Recession Wouldn't Help the Budget
Mar 17, 2025
The Era of Easy Everything is Over
Mar 14, 2025
U.S. Household Debt in Q4 2024
Mar 13, 2025
Market Observations - Paying Dividends
Mar 13, 2025
The Consumer Price Index (CPI) Rose 0.2% in February
Mar 12, 2025
Direct Indexing Client Resource Kit
Mar 11, 2025
It's Not All About Tariffs
Mar 10, 2025
Week of March 10th
Mar 10, 2025
Asset Flows Monitor March 2025 Edition
Mar 10, 2025
Week Ended March 7, 2025
Mar 10, 2025
Monthly Talking Points - A Recap of February 2025
Mar 07, 2025
Fixed Income Client Resource Kit - January 2025
Mar 07, 2025
Nonfarm Payrolls Increased 151,000 in February
Mar 07, 2025
Market Minute - March 2025
Mar 04, 2025
Recession Alert?
Mar 03, 2025
Week of March 3rd
Mar 03, 2025
Week Ended February 28, 2025
Mar 03, 2025
Personal Income Surged 0.9% in January
Feb 28, 2025
Market Observations - Money Market Fund Assets
Feb 27, 2025
New Orders for Durable Goods Rose 3.1% in January
Feb 27, 2025
Can Tariffs Replace the Income Tax?
Feb 27, 2025
Week Ended February 21, 2025
Feb 26, 2025
Week Ended February 21, 2025
Feb 24, 2025
Inflation and DOGE
Feb 24, 2025
Week of February 24th
Feb 24, 2025
Week Ended January 21, 2025
Feb 24, 2025
Existing Home Sales Declined 4.9% in January
Feb 21, 2025
Time: Our Most Precious Asset
Feb 20, 2025
Housing Starts Declined 9.8% in January
Feb 19, 2025
The Constitution at Work
Feb 18, 2025
Week Ended February 14, 2025
Feb 18, 2025
Week of February 17th
Feb 18, 2025
Industrial Production Increased 0.5% in January
Feb 14, 2025
Retail Sales Declined 0.9% in January
Feb 14, 2025
The Producer Price Index (PPI) Rose 0.4% in January
Feb 13, 2025
Market Observations - Consumer Delinquency Rates
Feb 13, 2025
The Consumer Price Index (CPI) Rose 0.5% in January
Feb 12, 2025
Brian Wesbury-Why Government Spending Cuts May Cause Short-Term Pain, But Long-Term Prosperity
Feb 10, 2025
Data Games
Feb 10, 2025
Week Ended February 7, 2025
Feb 10, 2025
Week of February 10th
Feb 10, 2025
Monthly Talking Points - A Recap of January 2025
Feb 07, 2025
Nonfarm Payrolls Increased 143,000 in January
Feb 07, 2025
Asset Flows Monitor February 2025 Edition
Feb 07, 2025
Market Minute - February 2025
Feb 06, 2025
Market Observations - Global Government Bond Yields
Feb 04, 2025
Inflation, Tariffs, and the Fed
Feb 03, 2025
Week Ended January 31, 2025
Feb 03, 2025
Week of February 3rd
Feb 03, 2025
Personal Income Rose 0.4% in December
Jan 31, 2025
Inflation Client Resource Kit - December 2024
Jan 31, 2025
Real GDP Increased at a 2.3% Annual Rate in Q4
Jan 30, 2025
First Trust Economics 2025 Year-End Outlook
Jan 30, 2025
Wait and See
Jan 29, 2025
Week of January 27th
Jan 27, 2025
Week Ended January 24, 2025
Jan 27, 2025
Municipal Market Insights - Fourth Quarter 2025
Jan 27, 2025
Growth Continued in Q4
Jan 27, 2025
Existing Home Sales Increased 2.2% in December
Jan 24, 2025
Housing Tracker - First Quarter 2025
Jan 24, 2025
State Migration: Winners and Losers
Jan 23, 2025
Market Observations - Passive vs. Active Fund Flows
Jan 23, 2025
Market Observations - Financial Exuberance?
Jan 21, 2025
Alternatives Update 4th Quarter 2024
Jan 21, 2025
Equity Newsletter - 1st Quarter 2025
Jan 21, 2025
The 60/40 Model and The Elephant in the Room
Jan 21, 2025
Week Ended January 17, 2025
Jan 21, 2025
Week of January 20th
Jan 21, 2025
Industrial Production Increased 0.9% in December
Jan 17, 2025
Housing Starts Surged 15.8% in December
Jan 17, 2025
Retail Sales Rose 0.4% in December
Jan 16, 2025
Is Government Spending Inflationary?
Jan 16, 2025
Market Observations - Stocks In the New Millenium
Jan 16, 2025
The Consumer Price Index (CPI) Rose 0.4% in December
Jan 15, 2025
The Producer Price Index (PPI) Rose 0.2% in December
Jan 14, 2025
Ryan Issakainen-Ripple Effects and Second Order Investment Opportunities Arising from AI
Jan 14, 2025
Fourth Quarter 2024
Jan 13, 2025
The Housing Outlook: 2025
Jan 13, 2025
Week of January 13th
Jan 13, 2025
Week Ended January 10, 2025
Jan 13, 2025
Will Natural Gas Fuel the Growth of AI?
Jan 10, 2025
Nonfarm Payrolls Increased 256,000 in December
Jan 10, 2025
Fixed Income Client Resource Kit - December 2024
Jan 10, 2025
Recessions Client Resource Kit - Fourth Quarter 2024
Jan 10, 2025
Inflation Client Resource Kit - November 2024
Jan 10, 2025
Asset Flows Monitor January 2025 Edition
Jan 10, 2025
Election Client Resource Kit - December 2024
Jan 09, 2025
Dividends Client Resource Kit - Fourth Quarter 2024
Jan 08, 2025
Monthly Talking Points - A Recap of December 2024
Jan 08, 2025
Equity Client Resource Kit - Fourth Quarter 2024
Jan 08, 2025
Market Observations - The Only Constant is Change
Jan 07, 2025
Income Insights 1st Quarter 2025
Jan 07, 2025
2025: A Year of Promise and Paybacks
Jan 06, 2025
Market Minute - January 2025
Jan 06, 2025
Week of January 3rd
Jan 06, 2025
Week Ended January 3, 2025
Jan 06, 2025
Week of December 30th
Dec 30, 2024
Paul Black & Mike Trigg-Why Culture Matters When Seeking to Defy the Fade for International Equities
Dec 30, 2024
Jimmy Carter, RIP
Dec 30, 2024
Week Ended December 27, 2024
Dec 30, 2024
Greedy Innkeeper or Generous Capitalist?
Dec 23, 2024
Week Ended December 20, 2024
Dec 23, 2024
Week of December 23rd
Dec 23, 2024
Personal Income Rose 0.3% in November
Dec 20, 2024
Three on Thursday - Bitcoin Tops $100,000
Dec 19, 2024
Real GDP Growth in Q3 Was Revised Higher to 3.1%
Dec 19, 2024
Existing Home Sales Increased 4.8% in November
Dec 19, 2024
Housing Starts Declined 1.8% in November
Dec 18, 2024
Where to From Here?
Dec 18, 2024
Retail Sales Rose 0.7% in November
Dec 17, 2024
Industrial Production Declined 0.1% in November
Dec 17, 2024
Week Ended December 13, 2024
Dec 16, 2024
We Need Peter Doocy at a Fed Presser
Dec 16, 2024
Week of December 16th
Dec 16, 2024
Market Observations - Worth the Weight?
Dec 12, 2024
The Producer Price Index (PPI) Rose 0.4% in November
Dec 12, 2024
The Consumer Price Index (CPI) Rose 0.3% in November
Dec 11, 2024
Asset Flows Monitor December 2024 Edition
Dec 10, 2024
Week of December 9th
Dec 09, 2024
Week Ended December 6, 2024
Dec 09, 2024
Irresponsible and Addictive Deficits
Dec 09, 2024
Fixed Income Client Resource Kit - November 2024
Dec 06, 2024
Monthly Talking Points - A Recap of November 2024
Dec 06, 2024
Nonfarm Payrolls Increased 227,000 in November
Dec 06, 2024
Three on Thursday - Thanksgiving Week Hits New Highs
Dec 05, 2024
Cautionary Tale for DOGE
Dec 03, 2024
Market Minute - December 2024
Dec 02, 2024
Inflation Distractions
Dec 02, 2024
Week of December 2nd
Dec 02, 2024
Week Ended November 29, 2024
Dec 02, 2024
Personal Income Rose 0.6% in October
Nov 27, 2024
New Orders for Durable Goods Rose 0.2% in October
Nov 27, 2024
Week of November 25th
Nov 25, 2024
Budget Rule Shenanigans
Nov 25, 2024
Week Ended November 22, 2024
Nov 25, 2024
Existing Home Sales Increased 3.4% in October
Nov 21, 2024
Housing Starts Declined 3.1% in October
Nov 19, 2024
Don't Forget the Lags
Nov 18, 2024
Week Ended November 15, 2024
Nov 18, 2024
Week of November 18th
Nov 18, 2024
Downsizing the Bureaucracy Won't Crash the Economy
Nov 15, 2024
Retail Sales Rose 0.4% in October
Nov 15, 2024
Industrial Production Declined 0.3% in October
Nov 15, 2024
Commercial Real Estate Tracker - 4th Quarter 2024
Nov 14, 2024
The Producer Price Index (PPI) Rose 0.2% in October
Nov 14, 2024
The Consumer Price Index (CPI) Rose 0.2% in October
Nov 13, 2024
Week Ended November 8, 2024
Nov 11, 2024
Mandate For Change
Nov 11, 2024
Brian Wesbury - Post-Election Economic Insights
Nov 11, 2024
The Fed's Challenge
Nov 11, 2024
Week of November 11th
Nov 11, 2024
Hold the Course
Nov 07, 2024
Fixed Income Client Resource Kit - October 2024
Nov 07, 2024
Asset Flows Monitor November 2024 Edition
Nov 06, 2024
Monthly Talking Points - A Recap of October 2024
Nov 05, 2024
Finally, Election Eve
Nov 04, 2024
Week of November 4th
Nov 04, 2024
Week Ended November 1, 2024
Nov 04, 2024
Market Minute - November 2024
Nov 04, 2024
A Final Pre-Election Outlook
Nov 03, 2024
Nonfarm Payrolls Increased 12,000 in October
Nov 01, 2024
Personal Income Rose 0.3% in September
Oct 31, 2024
Real GDP Increased at a 2.8% Annual Rate in Q3
Oct 30, 2024
Market Observations - A Tale of Two Market Caps
Oct 29, 2024
Markets are Smarter than Government
Oct 28, 2024
Week Ended October 25, 2024
Oct 28, 2024
Week of October 28th
Oct 28, 2024
Three on Thursday - Inflation Simplified
Oct 24, 2024
Existing Home Sales Declined 1.0% in September
Oct 23, 2024
Alternatives Update 3rd Quarter 2024
Oct 23, 2024
Market Observations - Passive vs. Active Fund Flows
Oct 22, 2024
Week Ended October 18, 2024
Oct 21, 2024
Week of October 21st
Oct 21, 2024
Housing Tracker - Fourth Quarter 2024
Oct 21, 2024
GDP Growth Still Solid
Oct 21, 2024
Housing Starts Declined 0.5% in September
Oct 18, 2024
Retail Sales Rose 0.4% in September
Oct 17, 2024
Industrial Production Declined 0.3% in September
Oct 17, 2024
Three on Thursday - SpaceX: Leading Space Innovation
Oct 17, 2024
An Election Overview with Three Weeks To Go
Oct 15, 2024
Equity Newsletter - 4th Quarter 2024
Oct 15, 2024
Bill Housey - Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates?
Oct 14, 2024
Week Ended October 11, 2024
Oct 14, 2024
Week of October 14th
Oct 14, 2024
Municipal Market Insights - Third Quarter 2024
Oct 14, 2024
Have We Reached Peak Keynesianism?
Oct 14, 2024
Investing in the Return of American Industry
Oct 14, 2024
Income Insights 4th Quarter 2024
Oct 11, 2024
Market Observations - Change In the Air?
Oct 10, 2024
Third Quarter 2024
Oct 09, 2024
The Politics of Limits
Oct 07, 2024
Asset Flows Monitor October 2024 Edition
Oct 07, 2024
Week of October 7th
Oct 07, 2024
Week Ended October 4, 2024
Oct 07, 2024
Fixed Income Client Resource Kit - September 2024
Oct 07, 2024
Monthly Talking Points - A Recap of September 2024
Oct 04, 2024
Market Minute - October 2024
Oct 04, 2024
Nonfarm Payrolls Increased 254,000 in September
Oct 04, 2024
Recessions Client Resource Kit - Third Quarter 2024
Oct 03, 2024
Dividends Client Resource Kit - Third Quarter 2024
Oct 03, 2024
Market Observations - The Only Constant is Change
Oct 03, 2024
Equity Client Resource Kit - Third Quarter 2024
Oct 03, 2024
Market Observations - Gold, Silver, and the Miners
Oct 01, 2024
Election Client Resource Kit - September 2024
Oct 01, 2024
Profits and Stocks
Sep 30, 2024
The View From Late September
Sep 30, 2024
Week of September 30th
Sep 30, 2024
Week Ended September 27, 2024
Sep 30, 2024
Personal Income Rose 0.2% in August
Sep 27, 2024
Market Observations - Not Every Cycle is the Same
Sep 26, 2024
Inflation Client Resource Kit - August 2024
Sep 25, 2024
New Single-Family Home Sales Declined 4.7% in August
Sep 25, 2024
The Budget Blowout
Sep 23, 2024
Week Ended September 20, 2024
Sep 23, 2024
Week of September 23rd
Sep 23, 2024
Municipal Market Insights - Second Quarter 2024
Sep 19, 2024
Existing Home Sales Declined 2.5% in August
Sep 19, 2024
Market Observations - Homebuilder-Related Stocks
Sep 19, 2024
Housing Starts Rose 9.6% in August
Sep 18, 2024
And We're Off!
Sep 18, 2024
Industrial Production Increased 0.8% in August
Sep 17, 2024
Market Observations - Consumer Checkup: Aisle 7
Sep 17, 2024
Retail Sales Rose 0.1% in August
Sep 17, 2024
It's Money, Not Spending, that Causes Inflation
Sep 16, 2024
Week of September 16th
Sep 16, 2024
Week Ended September 13, 2024
Sep 16, 2024
Three on Thursday - Easing Cycle Set to Begin
Sep 12, 2024
The Producer Price Index (PPI) Rose 0.2% in August
Sep 12, 2024
The Consumer Price Index (CPI) Rose 0.2% in August
Sep 11, 2024
A Pre-Debate Election Outlook
Sep 09, 2024
Fixed Income Client Resource Kit - August 2024
Sep 09, 2024
Slower Faster
Sep 09, 2024
Week Ended September 6, 2024
Sep 09, 2024
Monthly Talking Points - A Recap of August 2024
Sep 09, 2024
Week of September 9th
Sep 09, 2024
Nonfarm Payrolls Increased 142,000 in August
Sep 06, 2024
Asset Flows Monitor September 2024 Edition
Sep 05, 2024
Market Minute - September 2024
Sep 04, 2024
Brian Comiskey-Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence
Sep 03, 2024
Celebrating Workers
Sep 03, 2024
Week Ended August 30, 2024
Sep 03, 2024
Week of September 3rd
Sep 03, 2024
Personal Income Rose 0.3% in July
Aug 30, 2024
Week Ended August 23, 2024
Aug 26, 2024
Rate Cuts on the Way
Aug 26, 2024
New Orders for Durable Goods Rose 9.9% in July
Aug 26, 2024
Week of August 26th
Aug 26, 2024
New Single-Family Home Sales Increased 10.6% in July
Aug 23, 2024
A Potential Cure for Economic Uncertainty
Aug 22, 2024
Existing Home Sales Increased 1.3% in July
Aug 22, 2024
Week of August 19th
Aug 19, 2024
Week Ended August 16, 2024
Aug 19, 2024
Price Controls Redux?
Aug 19, 2024
Retail Sales Rose 1.0% in July
Aug 15, 2024
Industrial Production Declined 0.6% in July
Aug 15, 2024
Market Observations - A Snapshot of Bond Valuations
Aug 15, 2024
The Consumer Price Index (CPI) Rose 0.2% in July
Aug 14, 2024
The Producer Price Index (PPI) Rose 0.1% in July
Aug 13, 2024
Week Ended August 9, 2024
Aug 12, 2024
Week of August 12th
Aug 12, 2024
The Week Ahead
Aug 12, 2024
Monthly Talking Points - A Recap of July 2024
Aug 08, 2024
Monetary Policy is Out of Control
Aug 07, 2024
Fixed Income Client Resource Kit - July 2024
Aug 07, 2024
Week of August 5th
Aug 05, 2024
The Lags are Over for Tighter Money
Aug 05, 2024
Asset Flows Monitor August 2024 Edition
Aug 05, 2024
Week Ended August 2, 2024
Aug 05, 2024
New Vectors of Electricity Demand Add Urgency for Power Grid Expansion and Modernization
Aug 05, 2024
Nonfarm Payrolls Increased 114,000 in July
Aug 02, 2024
Market Observations - Passive vs. Active Fund Flows
Aug 01, 2024
The ISM Manufacturing Index Declined to 46.8 in July
Aug 01, 2024
Market Minute - August 2024
Aug 01, 2024
September is Live
Jul 31, 2024
Want Affordable Housing? Build Homes, Cut Government
Jul 29, 2024
Week of July 29th
Jul 29, 2024
Week Ended July 26, 2024
Jul 29, 2024
Personal Income Rose 0.2% in June
Jul 26, 2024
New Orders for Durable Goods Declined 6.6% in June
Jul 25, 2024
Market Observations - A Tale of Two Market Caps
Jul 25, 2024
Real GDP Increased at a 2.8% Annual Rate in Q2
Jul 25, 2024
Three on Thursday - Some Cracks in Employment
Jul 25, 2024
New Single-Family Home Sales Declined 0.6% in June
Jul 24, 2024
A Mid-Convention Election Outlook
Jul 23, 2024
Alternatives Update 2nd Quarter 2024
Jul 23, 2024
Existing Home Sales Declined 5.4% in June
Jul 23, 2024
Week of July 22nd
Jul 22, 2024
Equity Newsletter - Third Quarter 2024
Jul 22, 2024
Week Ended July 19, 2024
Jul 22, 2024
Moderate Growth in Q2
Jul 22, 2024
Housing Starts Rose 3.0% in June
Jul 17, 2024
Industrial Production Increased 0.6% in June
Jul 17, 2024
Retail Sales Were Unchanged in June
Jul 16, 2024
Market Observations - Growth vs. Value Investing
Jul 16, 2024
Week Ended July 12, 2024
Jul 15, 2024
Week of July 15th
Jul 15, 2024
M2 Slowdown Finally Gaining Traction
Jul 15, 2024
Key Insights from the First Half of 2024
Jul 15, 2024
Second Quarter 2024
Jul 12, 2024
The Producer Price Index (PPI) Rose 0.2% in June
Jul 12, 2024
Housing Tracker - Third Quarter 2024
Jul 12, 2024
Three on Thursday - S&P 500 Index 1H
Jul 11, 2024
The Consumer Price Index (CPI) Declined 0.1% in June
Jul 11, 2024
Alternatives Client Resource Kit - 2023
Jul 09, 2024
Income Insights 3rd Quarter 2024
Jul 09, 2024
Asset Flows Monitor July 2024 Edition
Jul 09, 2024
How Strong is the Labor Market?
Jul 08, 2024
Week of July 8th
Jul 08, 2024
Week Ended July 5, 2024
Jul 08, 2024
Fixed Income Client Resource Kit - June 2024
Jul 05, 2024
Equity Client Resource Kit - Second Quarter 2024
Jul 05, 2024
Nonfarm Payrolls Increased 206,000 in June
Jul 05, 2024
Midterm Election Client Resource Kit - June 2024
Jul 05, 2024
Dividends Client Resource Kit - Second Quarter 2024
Jul 05, 2024
Election Client Resource Kit - June 2024
Jul 03, 2024
Monthly Talking Points - A Recap of June 2024
Jul 03, 2024
Recessions Client Resource Kit - Second Quarter 2024
Jul 02, 2024
Market Observations - The Only Constant Is Change
Jul 02, 2024
Market Minute - July 2024
Jul 02, 2024
Week Ended June 28, 2024
Jul 01, 2024
Week of July 1st
Jul 01, 2024
America's 3.5-Second Miracle
Jul 01, 2024
What's Behind the Growth in Buffered ETFs?
Jul 01, 2024
The ISM Manufacturing Index Declined to 48.5 in June
Jul 01, 2024
Alternatives Update 1st Quarter 2024
Jul 01, 2024
Personal Income Rose 0.5% in May
Jun 28, 2024
Market Observations - Consumer Delinquency Rates
Jun 27, 2024
New Orders for Durable Goods Rose 0.1% in May
Jun 27, 2024
Inflation Client Resource Kit - May 2024
Jun 26, 2024
New Single-Family Home Sales Declined 11.3% in May
Jun 26, 2024
Week of June 24th
Jun 24, 2024
Lessons Not Learned
Jun 24, 2024
Week Ended June 21, 2024
Jun 24, 2024
Existing Home Sales Declined 0.7% in May
Jun 21, 2024
Housing Starts Declined 5.5% in May
Jun 20, 2024
Market Observations - The Price of Safety
Jun 20, 2024
Retail Sales Rose 0.1% in May
Jun 18, 2024
Industrial Production Increased 0.9% in May
Jun 18, 2024
Week of June 17th
Jun 17, 2024
Week Ended June 14, 2024
Jun 17, 2024
Replacing Taxes With Tariffs
Jun 17, 2024
The Producer Price Index (PPI) Declined 0.2% in May
Jun 13, 2024
Reality Check
Jun 12, 2024
The Consumer Price Index (CPI) was Unchanged in May
Jun 12, 2024
Monthly Talking Points - A Recap of May 2024
Jun 11, 2024
Spotlighting Inequality
Jun 10, 2024
Week of June 10th
Jun 10, 2024
Week Ended June 7, 2024
Jun 10, 2024
Nonfarm Payrolls Increased 272,000 in May
Jun 07, 2024
Three on Thursday - Keep Politics Out Of Investing
Jun 06, 2024
Fixed Income Client Resource Kit -May 2024
Jun 06, 2024
The ISM Non-Manufacturing Index Rose to 53.8 in May
Jun 05, 2024
Balancing Risk Amid Soaring Growth
Jun 04, 2024
Market Minute - June 2024
Jun 04, 2024
The ISM Manufacturing Index Declined to 48.7 in May
Jun 03, 2024
Week of June 3rd
Jun 03, 2024
Week Ended May 31, 2024
Jun 03, 2024
Waiting on the Fed
Jun 03, 2024
Personal Income Rose 0.3% in April
May 31, 2024
Week Ended May 24, 2024
May 28, 2024
Housing Update
May 28, 2024
Week of May 27th
May 28, 2024
New Orders for Durable Goods Rose 0.7% in April
May 24, 2024
New Single-Family Home Sales Declined 4.7% in April
May 23, 2024
Existing Home Sales Declined 1.9% in April
May 22, 2024
What's Behind the Rise of Actively-Managed ETFs?
May 21, 2024
Are Abundant Reserves Paying for the CFPB?
May 20, 2024
Week Ended May 17, 2024
May 20, 2024
Week of May 20th
May 20, 2024
Housing Starts Rose 5.7% in April
May 16, 2024
Three on Thursday - The State of Social Security
May 16, 2024
Industrial Production Remained Unchanged in April
May 16, 2024
The Consumer Price Index (CPI) Rose 0.3% in April
May 15, 2024
Retail Sales Were Unchanged in April
May 15, 2024
The Producer Price Index (PPI) Rose 0.5% in April
May 14, 2024
Week of May 13th
May 13, 2024
Week Ended May 10, 2024
May 13, 2024
Would Trump Reignite Inflation?
May 13, 2024
Fixed Income Client Resource Kit - April 2024
May 10, 2024
Asset Flows Monitor May 2024 Edition
May 08, 2024
Monthly Talking Points - A Recap of April 2024
May 07, 2024
Week Ended May 3, 2024
May 06, 2024
Week of May 6th
May 06, 2024
The Fed Faithful
May 06, 2024
Will the Stock Market Continue to Defy Expectations?
May 06, 2024
Nonfarm Payrolls Increased 175,000 in April
May 03, 2024
Market Minute - May 2024
May 03, 2024
Three on Thursday - Excess Savings Extinguished
May 02, 2024
A Lack of Confidence
May 01, 2024
Week Ended April 26, 2024
Apr 29, 2024
The Worst Malinvestment
Apr 29, 2024
Week of April 29th
Apr 29, 2024
Personal Income Rose 0.5% in March
Apr 26, 2024
Real GDP Increased at a 1.6% Annual Rate in Q1
Apr 25, 2024
New Orders for Durable Goods Rose 2.6% in March
Apr 24, 2024
Market Observations - Sell In May and Go Away?
Apr 23, 2024
New Single-Family Home Sales Increased 8.8% in March
Apr 23, 2024
Week Ended April 19, 2024
Apr 22, 2024
Continued Growth in Q1
Apr 22, 2024
Week of April 22nd
Apr 22, 2024
Existing Home Sales Declined 4.3% in March
Apr 18, 2024
Market Observations - Passive vs. Active Fund Flows
Apr 18, 2024
Housing Tracker - Second Quarter 2024
Apr 16, 2024
Industrial Production Increased 0.4% in March
Apr 16, 2024
Housing Starts Declined 14.7% in March
Apr 16, 2024
Elections Matter
Apr 15, 2024
Retail Sales Rose 0.7% in March
Apr 15, 2024
Week of April 15th
Apr 15, 2024
Week Ended April 12, 2024
Apr 15, 2024
Equity Newsletter - Second Quarter 2024
Apr 11, 2024
The Producer Price Index (PPI) Rose 0.2% in March
Apr 11, 2024
Three on Thursday - The Fed's 2023 Financial Recap
Apr 11, 2024
First Quarter 2024
Apr 11, 2024
The Consumer Price Index (CPI) Rose 0.4% in March
Apr 10, 2024
Is the Fed Tight, or Not?
Apr 08, 2024
Week Ended April 5, 2024
Apr 08, 2024
Midterm Election Client Resource Kit - March 2024
Apr 08, 2024
Fixed Income Client Resource Kit - March 2024
Apr 08, 2024
Dividends Client Resource Kit - First Quarter 2024
Apr 08, 2024
Week of April 8th
Apr 08, 2024
Asset Flows Monitor April 2024 Edition
Apr 05, 2024
Nonfarm Payrolls Increased 303,000 in March
Apr 05, 2024
Income Insights 2nd Quarter 2024
Apr 05, 2024
Equity Client Resource Kit - First Quarter 2024
Apr 04, 2024
Market Observations - Gold, Silver, and the Miners
Apr 04, 2024
Election Client Resource Kit - March 2024
Apr 04, 2024
Monthly Talking Points - A Recap of March 2024
Apr 04, 2024
Market Observations - The Only Constant Is Change
Apr 02, 2024
The ISM Manufacturing Index Rose to 50.3 in March
Apr 01, 2024
Week Ended March 28, 2024
Apr 01, 2024
Market Minute - April 2024
Apr 01, 2024
The Fed Audit
Apr 01, 2024
Week of April 1st
Apr 01, 2024
Personal Income Rose 0.3% in February
Apr 01, 2024
Recessions Client Resource Kit - First Quarter 2024
Apr 01, 2024
Three on Thursday - State of the U.S. Yield Curve
Mar 28, 2024
New Orders for Durable Goods Rose 1.4% in February
Mar 26, 2024
Inflation Client Resource Kit - February 2024
Mar 25, 2024
Welcome to State-Run Capitalism
Mar 25, 2024
Week Ended March 22, 2024
Mar 25, 2024
Week of March 25th
Mar 25, 2024
Existing Home Sales Increased 9.5% in February
Mar 21, 2024
Rate Expectations
Mar 20, 2024
Housing Starts Increased 10.7% in February
Mar 19, 2024
Focused on the Fed
Mar 18, 2024
Week Ended March 15, 2024
Mar 18, 2024
Week of March 18th
Mar 18, 2024
Industrial Production Increased 0.1% in February
Mar 15, 2024
Retail Sales Rose 0.6% in February
Mar 14, 2024
The Producer Price Index (PPI) Rose 0.6% in February
Mar 14, 2024
The Consumer Price Index (CPI) Rose 0.4% in February
Mar 12, 2024
Is the Job Market Really That Strong?
Mar 11, 2024
Has the Balance between Potential Risks and Returns Shifted in Favor of Bond Investors?
Mar 11, 2024
Fixed Income Client Resource Kit - February 2024
Mar 11, 2024
Week Ended March 8, 2024
Mar 11, 2024
Week of March 11th
Mar 11, 2024
Nonfarm Payrolls Increased 275,000 in February
Mar 08, 2024
Monthly Talking Points - A Recap of February 2024
Mar 08, 2024
Three on Thursday - Bitcoin
Mar 07, 2024
Market Observations - A Check Up On Health Care
Mar 07, 2024
Asset Flows Monitor March 2024 Edition
Mar 06, 2024
Market Minute - March 2024
Mar 06, 2024
Is a Debt Spiral Already Here?
Mar 04, 2024
Week Ended March 1, 2024
Mar 04, 2024
Week of March 4th
Mar 04, 2024
Personal Income Rose 1.0% in January
Feb 29, 2024
Week Ended February 23, 2024
Feb 26, 2024
Watching the Fed
Feb 26, 2024
Week of February 26th
Feb 26, 2024
What Solutions Can Direct Indexing Offer?
Feb 25, 2024
What Problems Can Direct Indexing Help to Solve?
Feb 25, 2024
Three on Thursday - The Era of Abundant Reserves
Feb 22, 2024
Existing Home Sales Increased 3.1% in January
Feb 22, 2024
January Stagflation
Feb 20, 2024
Week of February 19th
Feb 20, 2024
Week Ended February 16, 2024
Feb 20, 2024
The Producer Price Index (PPI) Rose 0.3% in January
Feb 16, 2024
Getting Broader and Smaller in 2024
Feb 16, 2024
Inflation Client Resource Kit - December 2023
Feb 16, 2024
Retail Sales Declined 0.8% in January
Feb 15, 2024
Market Observations - Consumer Delinquency Rates
Feb 15, 2024
Three on Thursday - Where is Population Headed?
Feb 15, 2024
Industrial Production Declined 0.1% in January
Feb 15, 2024
The Consumer Price Index (CPI) Rose 0.3% in January
Feb 13, 2024
Market Observations - A Snapshot of Bond Valuations
Feb 13, 2024
Week Ended February 9, 2024
Feb 12, 2024
Week of February 12th
Feb 12, 2024
CBO's Rosy Scenario
Feb 12, 2024
Market Observations - Consumer Checkup: Aisle 7
Feb 08, 2024
Asset Flows Monitor February 2024 Edition
Feb 06, 2024
Market Minute - February 2024
Feb 06, 2024
Monthly Talking Points - A Recap of January 2024
Feb 06, 2024
Week of February 5th
Feb 05, 2024
Week Ended February 2, 2024
Feb 05, 2024
Labor Market Not Adding Up
Feb 05, 2024
Nonfarm Payrolls Increased 353,000 in January
Feb 02, 2024
Three on Thursday - Where Are People Moving?
Feb 01, 2024
Alternatives Update 4th Quarter 2023
Feb 01, 2024
Fixed Income Client Resource Kit - January 2024
Jan 31, 2024
May Day
Jan 31, 2024
Commercial Real Estate Tracker - 1st Quarter 2024
Jan 30, 2024
Market Observations - Passive vs. Active Fund Flows
Jan 30, 2024
A Stock Market Conundrum
Jan 29, 2024
Week Ended January 26, 2024
Jan 29, 2024
Week of January 29th
Jan 29, 2024
Personal Income Rose 0.3% in December
Jan 26, 2024
Real GDP Increased at a 3.3% Annual Rate in Q4
Jan 25, 2024
Market Observations - Global Government Bond Yields
Jan 25, 2024
Three on Thursday - S&P 500 Index in 2023
Jan 25, 2024
Slower Growth in Q4, But No Recession
Jan 22, 2024
Week of January 22nd
Jan 22, 2024
Week Ended January 19, 2024
Jan 22, 2024
Existing Home Sales Declined 1.0% in December
Jan 19, 2024
Housing Tracker - First Quarter 2024
Jan 19, 2024
Three on Thursday - International Trade
Jan 18, 2024
Housing Starts Declined 4.3% in December
Jan 18, 2024
Market Observations - The Price of Safety
Jan 18, 2024
Retail Sales Rose 0.6% in December
Jan 17, 2024
Industrial Production Increased 0.1% in December
Jan 17, 2024
Budgets And Governing
Jan 16, 2024
Week Ended January 12, 2024
Jan 16, 2024
Week of January 15th
Jan 16, 2024
The Consumer Price Index (CPI) Rose 0.3% in December
Jan 11, 2024
Three on Thursday - The Employment Situation
Jan 11, 2024
Fourth Quarter 2023
Jan 11, 2024
Equity Newsletter - First Quarter 2024
Jan 10, 2024
Market Observations - Stocks In the New Millennium
Jan 09, 2024
Week of January 8th
Jan 08, 2024
Low Quality Growth
Jan 08, 2024
Monthly Talking Points - A Recap of December 2023
Jan 08, 2024
Week Ended January 5, 2024
Jan 08, 2024
Nonfarm Payrolls Increased 216,000 in December
Jan 05, 2024
Fixed Income Client Resource Kit - December 2023
Jan 05, 2024
Dividends Client Resource Kit - Fourth Quarter 2023
Jan 04, 2024
Market Observations - The Only Constant Is Change
Jan 04, 2024
Income Insights 1st Quarter 2024
Jan 04, 2024
Three on Thursday - Immigration
Jan 04, 2024
Equity Client Resource Kit - Fourth Quarter 2023
Jan 04, 2024
Asset Flows Monitor January 2024 Edition
Jan 04, 2024
Election Client Resource Kit - December 2023
Jan 03, 2024
Will the Stock Market Rally Continue in 2024?
Jan 03, 2024
Market Minute - January 2024
Jan 03, 2024
The Housing Outlook: 2024
Jan 02, 2024
Week of January 1st
Jan 02, 2024
Recessions Client Resource Kit - Fourth Quarter 2023
Jan 02, 2024
Inflation Client Resource Kit - November 2023
Jan 02, 2024
Week Ended December 29, 2023
Jan 02, 2024
Week of December 25th
Dec 26, 2023
A Mild Recession and S&P 4,500
Dec 26, 2023
Week Ended December 22, 2023
Dec 26, 2023
New Orders for Durable Goods Rose 5.4% in November
Dec 22, 2023
Three on Thursday - Retail Sales
Dec 21, 2023
Existing Home Sales Increased 0.8% in November
Dec 20, 2023
Housing Starts Increased 14.8% in November
Dec 19, 2023
Week of December 18th
Dec 18, 2023
Week Ended December 15, 2023
Dec 18, 2023
Greedy Innkeeper or Generous Capitalist?
Dec 18, 2023
Industrial Production Increased 0.2% in November
Dec 15, 2023
Retail Sales Rose 0.3% in November
Dec 14, 2023
Three on Thursday - Charting New Horizons in Space
Dec 14, 2023
Fed Declares Mission Accomplished
Dec 13, 2023
The Consumer Price Index (CPI) Rose 0.1% in November
Dec 12, 2023
Week of December 11th
Dec 11, 2023
Week Ended December 8, 2023
Dec 11, 2023
What Should the Fed Do? How About Nothing?
Dec 11, 2023
High Frequency Data Tracker 12/8/2023
Dec 08, 2023
Nonfarm Payrolls Increased 199,000 in November
Dec 08, 2023
Monthly Talking Points - A Recap of November 2023
Dec 08, 2023
Three on Thursday - S&P 500 Index
Dec 07, 2023
Fixed Income Client Resource Kit - November 2023
Dec 06, 2023
Market Minute - December 2023
Dec 05, 2023
Asset Flows Monitor December 2023 Edition
Dec 04, 2023
Week Ended December 1, 2023
Dec 04, 2023
Week of December 4th
Dec 04, 2023
Disinflation, Not Deflation
Dec 04, 2023
High Frequency Data Tracker 12/1/2023
Dec 01, 2023
Personal Income Rose 0.2% in October
Nov 30, 2023
Three on Thursday - Strategic Petroleum Reserve
Nov 30, 2023
Market Observations - Growth Vs. Value Investing
Nov 28, 2023
Argentina: Is the Pendulum Swinging, Again?
Nov 27, 2023
Week Ended November 24, 2023
Nov 27, 2023
Week of November 27th
Nov 27, 2023
New Orders for Durable Goods Fell 5.4% in October
Nov 22, 2023
Existing Home Sales Declined 4.1% in October
Nov 21, 2023
Week Ended November 17, 2023
Nov 20, 2023
Week of November 20th
Nov 20, 2023
How to Stay at the Cutting Edge of Asset Management
Nov 20, 2023
Consumer Spending Set for Slower Growth
Nov 20, 2023
Housing Starts Increased 1.9% in October
Nov 17, 2023
High Frequency Data Tracker 11/17/2023
Nov 17, 2023
Industrial Production Declined 0.6% in October
Nov 16, 2023
Three on Thursday - Who Owns the Federal Debt?
Nov 16, 2023
The Producer Price Index (PPI) Fell 0.5% in October
Nov 15, 2023
Retail Sales Declined 0.1% in October
Nov 15, 2023
Week Ended November 10, 2023
Nov 13, 2023
Week of November 13th
Nov 13, 2023
The Election Outlook is a Tax Outlook
Nov 13, 2023
High Frequency Data Tracker 11/10/2023
Nov 10, 2023
Three on Thursday - M2 and Inflation
Nov 09, 2023
Asset Flows Monitor November 2023 Edition
Nov 07, 2023
Fixed Income Client Resource Kit - October 2023
Nov 07, 2023
Government Is Too Darn Big
Nov 06, 2023
What's the Secret to Success in Financial Services?
Nov 06, 2023
Monthly Talking Points - A Recap of October 2023
Nov 06, 2023
Week of November 6th
Nov 06, 2023
Week Ended November 3, 2023
Nov 06, 2023
Market Minute - November 2023
Nov 03, 2023
High Frequency Data Tracker 11/3/2023
Nov 03, 2023
Nonfarm Payrolls Increased 150,000 in October
Nov 03, 2023
Market Observations - A Snapshot of Bond Valuations
Nov 02, 2023
Three on Thursday - Federal Income Tax Landscape
Nov 02, 2023
Pause...For Now
Nov 01, 2023
Week of October 30th
Oct 30, 2023
Week Ended October 27, 2023
Oct 30, 2023
It's the Same Bear Market
Oct 30, 2023
High Frequency Data Tracker 10/27/2023
Oct 27, 2023
Personal Income Rose 0.3% in September
Oct 27, 2023
Three on Thursday - Energy
Oct 26, 2023
Real GDP Increased at a 4.9% Annual Rate in Q3
Oct 26, 2023
Market Observations - Passive vs. Active Fund Flows
Oct 24, 2023
Growth Surge in Q3 Masks Weak Trend
Oct 23, 2023
Week of October 23rd
Oct 23, 2023
Week Ended October 20, 2023
Oct 23, 2023
High Frequency Data Tracker 10/20/2023
Oct 20, 2023
Alternatives Update 3rd Quarter 2023
Oct 19, 2023
Market Observations - The Price of Safety
Oct 19, 2023
Three on Thursday - Federal Government Finances
Oct 19, 2023
Existing Home Sales Declined 2.0% in September
Oct 19, 2023
Housing Starts Increased 7.0% in September
Oct 18, 2023
Third Quarter 2023
Oct 18, 2023
Industrial Production Increased 0.3% in September
Oct 17, 2023
Retail Sales Rose 0.7% in September
Oct 17, 2023
Big Government Weighing on Growth
Oct 16, 2023
Week Ended October 13, 2023
Oct 16, 2023
Week of October 16th
Oct 16, 2023
High Frequency Data Tracker 10/13/2023
Oct 13, 2023
Equity Newsletter - Fourth Quarter 2023
Oct 13, 2023
Three on Thursday - Federal Reserve's Financials
Oct 12, 2023
Housing Tracker - Fourth Quarter 2023
Oct 11, 2023
Crisis Management Government Leads to No Good
Oct 09, 2023
Week Ended October 6, 2023
Oct 09, 2023
Week of October 9th
Oct 09, 2023
Equity Client Resource Kit - Third Quarter 2023
Oct 09, 2023
Election Client Resource Kit - September 2023
Oct 09, 2023
Income Insights 4th Quarter 2023
Oct 06, 2023
High Frequency Data Tracker 10/6/2023
Oct 06, 2023
Nonfarm Payrolls Increased 336,000 in September
Oct 06, 2023
Dividends Client Resource Kit - Third Quarter 2023
Oct 05, 2023
Market Minute - October 2023
Oct 05, 2023
Three on Thursday - U.S. Dollar
Oct 05, 2023
Monthly Talking Points - A Recap of September 2023
Oct 05, 2023
Asset Flows Monitor October 2023 Edition
Oct 04, 2023
Recessions Client Resource Kit - Third Quarter 2023
Oct 04, 2023
Market Observations - The Only Constant Is Change
Oct 03, 2023
Inflation Client Resource Kit - August 2023
Oct 02, 2023
Week of October 2nd
Oct 02, 2023
Week Ended September 29, 2023
Oct 02, 2023
Tax Policy Outlook
Oct 02, 2023
Personal Income Rose 0.4% in August
Sep 29, 2023
High Frequency Data Tracker 9/29/2023
Sep 29, 2023
Three on Thursday - Manufacturing
Sep 28, 2023
Market Observations - Global Government Bond Yields
Sep 28, 2023
New Orders for Durable Goods Rose 0.2% in August
Sep 27, 2023
New Single-Family Home Sales Declined 8.7% in August
Sep 26, 2023
Don't Fall for the Q3 Head-Fake
Sep 25, 2023
Week of September 25th
Sep 25, 2023
Week Ended September 22, 2023
Sep 25, 2023
High Frequency Data Tracker 9/22/2023
Sep 22, 2023
Three on Thursday 9/21/2023
Sep 21, 2023
Existing Home Sales Declined 0.7% in August
Sep 21, 2023
Three on Thursday - Housing
Sep 21, 2023
You Know It When You See It
Sep 20, 2023
Housing Starts Declined 11.3% in August
Sep 19, 2023
Higher Rates & A Shutdown On The Menu
Sep 18, 2023
Week of September 18th
Sep 18, 2023
Week Ended September 15, 2023
Sep 18, 2023
Industrial Production Increased 0.4% in August
Sep 15, 2023
High Frequency Data Tracker 9/15/2023
Sep 15, 2023
Retail Sales Rose 0.6% in August
Sep 14, 2023
The Producer Price Index (PPI) Rose 0.7% in August
Sep 14, 2023
The Consumer Price Index (CPI) Rose 0.6% in August
Sep 13, 2023
Our Stagflationary Future
Sep 11, 2023
Week Ended September 8, 2023
Sep 11, 2023
Week of September 11th
Sep 11, 2023
Fixed Income Client Resource Kit - August 2023
Sep 08, 2023
High Frequency Data Tracker 9/8/2023
Sep 08, 2023
Monthly Talking Points - A Recap of August 2023
Sep 07, 2023
Asset Flows Monitor September 2023 Edition
Sep 06, 2023
Market Minute - September 2023
Sep 06, 2023
Week Ended September 1, 2023
Sep 05, 2023
Fiscal Madness
Sep 05, 2023
Week of September 4th
Sep 05, 2023
Nonfarm Payrolls Increased 187,000 in August
Sep 01, 2023
HIgh Frequency Data Tracker 9/1/2023
Sep 01, 2023
Personal Income Rose 0.2% in July
Aug 31, 2023
Monetizing Risk with Call-Writing ETFs
Aug 28, 2023
Stocks Look Pricey
Aug 28, 2023
Week Ended August 25, 2023
Aug 28, 2023
Week of August 28th
Aug 28, 2023
High Frequency Data Tracker 8/25/2023
Aug 25, 2023
New Orders for Durable Goods Fell 5.2% in July
Aug 24, 2023
New Single-Family Home Sales Increased 4.4% in July
Aug 23, 2023
Market Observations - Finally, A Real Yield!
Aug 22, 2023
Existing Home Sales Declined 2.2% in July
Aug 22, 2023
Where is the Economy?
Aug 21, 2023
Week of August 21st
Aug 21, 2023
Week Ended August 18, 2023
Aug 21, 2023
High Frequency Data Tracker 8/18/2023
Aug 18, 2023
Industrial Production Jumped 1.0% in July
Aug 16, 2023
Housing Starts Increased 3.9% in July
Aug 16, 2023
Retail Sales Rose 0.7% in July
Aug 15, 2023
Market Observations - Growth Vs. Value Investing
Aug 15, 2023
Market Observations - Week of August 14th
Aug 14, 2023
Week of August 14th
Aug 14, 2023
An Age of Fiscal Limits
Aug 14, 2023
Week Ended August 11, 2023
Aug 14, 2023
High Frequency Data Tracker 8/11/2023
Aug 11, 2023
The Producer Price Index (PPI) Rose 0.3% in July
Aug 11, 2023
Fixed Income Client Resource Kit - July 2023
Aug 11, 2023
The Consumer Price Index (CPI) Rose 0.2% in July
Aug 10, 2023
Week of August 7th
Aug 07, 2023
Here's Something to "Fitch" About
Aug 07, 2023
Week Ended August 4, 2023
Aug 07, 2023
Monthly Talking Points - A Recap of July 2023
Aug 04, 2023
Nonfarm Payrolls Increased 187,000 in July
Aug 04, 2023
Asset Flows Monitor August 2023 Edition
Aug 04, 2023
High Frequency Data Tracker 8/4/2023
Aug 04, 2023
Market Minute - August 2023
Aug 03, 2023
Market Observations - Consumer Default Rates
Aug 03, 2023
Market Observations - Consumer Checkup: Aisle 7
Aug 01, 2023
Week Ended July 28, 2023
Jul 31, 2023
Not All Recession Theories Make Sense
Jul 31, 2023
Week of July 31st
Jul 31, 2023
Personal Income Rose 0.3% in June
Jul 28, 2023
High Frequency Data Tracker 7/28/2023
Jul 28, 2023
Market Observations - A Snapshot of Bond Valuations
Jul 27, 2023
New Orders for Durable Goods Rose 4.7% in June
Jul 27, 2023
Real GDP Increased at a 2.4% Annual Rate in Q2
Jul 27, 2023
New Single-Family Home Sales Declined 2.5% in June
Jul 26, 2023
Time Will Tell
Jul 26, 2023
Market Observations - The Price of Safety
Jul 25, 2023
Week Ended July 21, 2023
Jul 24, 2023
Week of July 24th
Jul 24, 2023
Still Growing
Jul 24, 2023
High Frequency Data Tracker 7/21/2023
Jul 21, 2023
Existing Home Sales Declined 3.3% in June
Jul 20, 2023
Housing Starts Declined 8.0% in June
Jul 19, 2023
Industrial Production Declined 0.5% in June
Jul 18, 2023
Retail Sales Rose 0.2% in June
Jul 18, 2023
Has the Inflation Threat Passed?
Jul 17, 2023
Week of July 17th
Jul 17, 2023
Week Ended July 14, 2023
Jul 17, 2023
Alternatives Update 2nd Quarter 2023
Jul 14, 2023
High Frequency Data Tracker 7/14/2023
Jul 14, 2023
Market Observations - Worth the Risk?
Jul 13, 2023
The Producer Price Index (PPI) Rose 0.1% in June
Jul 13, 2023
Housing Tracker - Third Quarter 2023
Jul 12, 2023
The Consumer Price Index (CPI) Rose 0.2% in June
Jul 12, 2023
Second Quarter 2023
Jul 12, 2023
Equity Newsletter - Third Quarter 2023
Jul 11, 2023
Week of July 10th
Jul 10, 2023
Monthly Talking Points - A Recap of June 2023
Jul 10, 2023
Week Ended July 7, 2023
Jul 10, 2023
Still Overvalued
Jul 10, 2023
Nonfarm Payrolls Increased 209,000 in June
Jul 07, 2023
High Frequency Data Tracker 7/7/2023
Jul 07, 2023
Income Insights 3rd Quarter 2023
Jul 06, 2023
Asset Flows Monitor July 2023 Edition
Jul 06, 2023
Market Minute - July 2023
Jul 05, 2023
Dividends Client Resource Kit - Second Quarter 2023
Jul 05, 2023
Equity Client Resource Kit - Second Quarter 2023
Jul 05, 2023
Election Client Resource Kit - June 2023
Jul 05, 2023
Week of July 3rd
Jul 03, 2023
The Red, White, and Blue Swan
Jul 03, 2023
Week Ended June 30, 2023
Jul 03, 2023
The ISM Manufacturing Index Declined to 46.0 in June
Jul 03, 2023
Recessions Client Resource Kit - Second Quarter 2023
Jul 03, 2023
Inflation Client Resource Kit - May 2023
Jun 30, 2023
High Frequency Data Tracker 6/30/2023
Jun 30, 2023
Personal Income Rose 0.4% in May
Jun 30, 2023
Market Observations - Passive vs. Active Fund Flows
Jun 29, 2023
Dot.com Redux?
Jun 29, 2023
New Orders For Durable Goods Rose 1.7% in May
Jun 27, 2023
New Single-Family Home Sales Increased 12.2% in May
Jun 27, 2023
Burns or Volcker?
Jun 26, 2023
Week Ended June 23, 2023
Jun 26, 2023
Week of June 26th
Jun 26, 2023
High Frequency Data Tracker 6/23/2023
Jun 23, 2023
Market Observations - A Check Up On Health Care
Jun 22, 2023
Existing Home Sales Increased 0.2% in May
Jun 22, 2023
Week of June 19th
Jun 20, 2023
Week Ended June 16, 2023
Jun 20, 2023
Housing Starts Increased 21.7% in May
Jun 20, 2023
Weekly Market Watch - Week of June 19th
Jun 20, 2023
Weekly Market Commentary - Week Ended June 16, 2023
Jun 20, 2023
Is the Recession Threat Dead?
Jun 20, 2023
High Frequency Data Tracker 6/16/2023
Jun 16, 2023
Industrial Production Declined 0.2% in May
Jun 15, 2023
Retail Sales Rose 0.3% in May
Jun 15, 2023
The Fed Is All Mixed Up
Jun 14, 2023
The Producer Price Index (PPI) Declined 0.3% in May
Jun 14, 2023
The Consumer Price Index (CPI) Rose 0.1% in May
Jun 13, 2023
Week Ended June 9, 2023
Jun 12, 2023
Week of June 12th
Jun 12, 2023
Weekly Market Commentary - Week Ended June 9, 2023
Jun 12, 2023
Weekly Market Watch - Week of June 12th
Jun 12, 2023
It's Still About the Money
Jun 12, 2023
High Frequency Data Tracker 6/9/2023
Jun 09, 2023
Asset Flows Monitor June 2023 Edition
Jun 06, 2023
Monthly Talking Points - A Recap of May 2023
Jun 06, 2023
Week Ended June 2, 2023
Jun 05, 2023
Week of June 5th
Jun 05, 2023
Weekly Market Watch - Week of June 5th
Jun 05, 2023
Weekly Market Commentary - Week Ended June 2, 2023
Jun 05, 2023
Jobs With Little Growth Means Less Productivity
Jun 05, 2023
Nonfarm Payrolls Increased 339,000 in May
Jun 02, 2023
Market Minute - June 2023
Jun 02, 2023
High Frequency Data Tracker 6/2/2023
Jun 02, 2023
The ISM Manufacturing Index Declined to 46.9 in May
Jun 01, 2023
Weekly Market Commentary - Week Ended May 26, 2023
May 30, 2023
Week Ended May 26, 2023
May 30, 2023
Week of May 30th
May 30, 2023
Discount the Happy Talk
May 30, 2023
Weekly Market Watch - Week of May 30th
May 30, 2023
High Frequency Data Tracker 5/26/2023
May 26, 2023
Personal Income Rose 0.4% in April
May 26, 2023
New Orders For Durable Goods Rose 1.1% in April
May 26, 2023
New Single-Family Home Sales Increased 4.1% in April
May 23, 2023
Weekly Market Watch - Week of May 22nd
May 22, 2023
Weekly Market Commentary - Week Ended May 19, 2023
May 22, 2023
Agents of Change?
May 22, 2023
High Frequency Data Tracker 5/19/2023
May 19, 2023
Market Observations - Global Government Bond Yields
May 18, 2023
Existing Home Sales Declined 3.4% in April
May 18, 2023
Housing Starts Increased 2.2% in April
May 17, 2023
Retail Sales Rose 0.4% in April
May 16, 2023
Industrial Production Increased 0.5% in April
May 16, 2023
Weekly Market Commentary - Week Ended May 12, 2023
May 15, 2023
Battle of the Budget
May 15, 2023
Weekly Market Watch - Week of May 15th
May 15, 2023
High Frequency Data Tracker 5/12/2023
May 12, 2023
The Producer Price Index (PPI) Rose 0.2% in April
May 11, 2023
The Consumer Price Index (CPI) Rose 0.4% in April
May 10, 2023
Weekly Market Commentary - Week Ended May 5, 2023
May 08, 2023
Weekly Market Watch - Week of May 8th
May 08, 2023
Bank Problems Aren't Over, But It's Not 2008
May 08, 2023
Monthly Talking Points - A Recap of April 2023
May 05, 2023
Nonfarm Payrolls Increased 253,000 in April
May 05, 2023
High Frequency Data Tracker 5/5/2023
May 05, 2023
Asset Flows Monitor May 2023 Edition
May 04, 2023
Market Minute - May 2023
May 03, 2023
Has the Fed Paused?
May 03, 2023
Weekly Market Commentary - Week Ended April 28, 2023
May 01, 2023
All Eyes on the Fed
May 01, 2023
Weekly Market Watch - Week of May 1st
May 01, 2023
Personal Income Rose 0.3% in March
Apr 28, 2023
High Frequency Data Tracker 4/28/2023
Apr 28, 2023
Real GDP Increased at a 1.1% Annual Rate in Q1
Apr 27, 2023
New Orders for Durable Goods Rose 3.2% in March
Apr 26, 2023
New Single-Family Home Sales Increased 9.6% in March
Apr 25, 2023
Weekly Market Commentary - Week Ended April 21, 2023
Apr 24, 2023
Closer to a Turning Point
Apr 24, 2023
Weekly Market Watch - Week of April 24th
Apr 24, 2023
High Frequency Data Tracker 4/21/2023
Apr 21, 2023
Equity Newsletter - Second Quarter 2023
Apr 20, 2023
Existing Home Sales Declined 2.4% in March
Apr 20, 2023
Alternatives Update 1st Quarter 2023
Apr 18, 2023
Market Observations - A Snapshot of Bond Valuations
Apr 18, 2023
First Quarter 2023
Apr 18, 2023
Housing Starts Declined 0.8% in March
Apr 18, 2023
Weekly Market Watch - Week of April 17th
Apr 17, 2023
January Surge Kept Q1 Positive
Apr 17, 2023
Weekly Market Commentary - Week Ended April 14, 2023
Apr 17, 2023
Retail Sales Declined 1.0% in March
Apr 14, 2023
Industrial Production Increased 0.4% in March
Apr 14, 2023
High Frequency Data Tracker 4/14/2023
Apr 14, 2023
Market Observations - Growth Vs. Value Investing
Apr 13, 2023
The Consumer Price Index (CPI) Rose 0.1% in March
Apr 12, 2023
Monthly Talking Points - A Recap of March 2023
Apr 11, 2023
Market Observations - Sell In May And Go Away?
Apr 11, 2023
Asset Flows Monitor April 2023 Edition
Apr 11, 2023
Nonfarm Payrolls Increased 236,000 in March
Apr 10, 2023
Weekly Market Commentary - Week Ended April 6, 2023
Apr 10, 2023
How to Lose Reserve Currency Status
Apr 10, 2023
Housing Tracker - Second Quarter 2023
Apr 10, 2023
Weekly Market Watch - Week of April 10th
Apr 10, 2023
Election Client Resource Kit - March 2023
Apr 06, 2023
Income Insights 2nd Quarter 2023
Apr 06, 2023
The "Abundant Reserve" System Crushes the Fed
Apr 06, 2023
Equity Client Resource Kit - First Quarter 2023
Apr 06, 2023
Recessions Client Resource Kit - First Quarter 2023
Apr 05, 2023
Dividends Client Resource Kit - First Quarter 2023
Apr 05, 2023
Market Observations - The Only Constant Is Change
Apr 04, 2023
Market Minute - April 2023
Apr 04, 2023
Weekly Market Watch - Week of April 3rd
Apr 03, 2023
Weekly Market Commentary - Week Ended March 31, 2023
Apr 03, 2023
Still Bearish
Apr 03, 2023
Personal Income Rose 0.3% in February
Mar 31, 2023
High Frequency Data Tracker 3/31/2023
Mar 31, 2023
Weekly Market Commentary - Week Ended March 24, 2023
Mar 27, 2023
Weekly Market Watch - Week of March 27th
Mar 27, 2023
The Fed Waffles
Mar 27, 2023
High Frequency Data Tracker 3/24/2023
Mar 24, 2023
Inflation Client Resource Kit - February 2023
Mar 24, 2023
All Mixed Up
Mar 22, 2023
Existing Home Sales Increased 14.5% in February
Mar 21, 2023
Heading Toward a National Bank?
Mar 20, 2023
Weekly Market Commentary - Week Ended March 17, 2023
Mar 20, 2023
Weekly Market Watch - Week of March 20th
Mar 20, 2023
High Frequency Data Tracker 3/17/2023
Mar 17, 2023
Industrial Production Was Unchanged in February
Mar 17, 2023
Housing Starts Increased 9.8% in February
Mar 16, 2023
Retail Sales Declined 0.4% in February
Mar 15, 2023
The Consumer Price Index (CPI) Rose 0.4% in February
Mar 14, 2023
Weekly Market Watch - Week of March 13th
Mar 13, 2023
Weekly Market Commentary - Week Ended March 10, 2023
Mar 13, 2023
Ignore the Crazy
Mar 13, 2023
Nonfarm Payrolls Increased 311,000 in February
Mar 10, 2023
High Frequency Data Tracker 3/10/2023
Mar 10, 2023
Market Observations - Passive vs. Active Fund Flows
Mar 08, 2023
Monthly Talking Points - A Recap of February 2023
Mar 07, 2023
What Happened to the Recession?
Mar 06, 2023
Weekly Market Commentary - Week Ended March 3, 2023
Mar 06, 2023
Weekly Market Watch - Week of March 6th
Mar 06, 2023
Asset Flows Monitor March 2023 Edition
Mar 03, 2023
High Frequency Data Tracker 3/3/2023
Mar 03, 2023
Market Minute - March 2023
Mar 03, 2023
Market Observations - A Snapshot Of The U.S. Dollar
Mar 02, 2023
Weekly Market Watch - Week of February 27th
Feb 27, 2023
Hard Landing, Soft Landing, or No Landing
Feb 27, 2023
Prepping for a Potential Recession with Mid-Cap ETFs
Feb 27, 2023
Personal Income Rose 0.6% in January
Feb 24, 2023
High Frequency Data Tracker 2/24/2023
Feb 24, 2023
Monetary Mayhem Clouds Crystal Ball
Feb 21, 2023
Market Observations - Not Out Of The Woods Yet
Feb 21, 2023
Existing Home Sales Declined 0.7% in January
Feb 21, 2023
Weekly Market Watch - Week of February 21st
Feb 21, 2023
High Frequency Data Tracker 2/17/2023
Feb 17, 2023
Market Observations - Not Like The Others
Feb 16, 2023
The Producer Price Index (PPI) Rose 0.7% in January
Feb 16, 2023
Housing Starts Declined 4.5% in January
Feb 16, 2023
Industrial Production Was Unchanged in January
Feb 15, 2023
Retail Sales Rose 3.0% in January
Feb 15, 2023
Market Observations - The Consumer Gets Some Love
Feb 14, 2023
The Consumer Price Index (CPI) Rose 0.5% in January
Feb 14, 2023
Weekly Market Watch - Week of February 13th
Feb 13, 2023
January Data Get Hot
Feb 13, 2023
High Frequency Data Tracker 2/10/2023
Feb 10, 2023
Market Observations - A Challenging Situation
Feb 09, 2023
Asset Flows Monitor February 2023 Edition
Feb 07, 2023
Monthly Talking Points - A Recap of January 2023
Feb 07, 2023
Market Observations - Losing Money Safely
Feb 07, 2023
The Game Isn't Over
Feb 06, 2023
Weekly Market Watch - Week of February 6th
Feb 06, 2023
High Frequency Data Tracker 2/3/2023
Feb 03, 2023
Nonfarm Payrolls Increased 517,000 in January
Feb 03, 2023
Market Minute - February 2023
Feb 02, 2023
Market Observations - Just What The Doctor Ordered
Feb 02, 2023
Slowing, Not Stopping
Feb 01, 2023
Weekly Market Watch - Week of January 30th
Jan 30, 2023
Debt Limit Drama
Jan 30, 2023
Personal Income Rose 0.2% in December
Jan 27, 2023
High Frequency Data Tracker 1/27/2023
Jan 27, 2023
Market Observations - Standing On A Knife-Edge
Jan 26, 2023
New Orders for Durable Goods Rose 5.6% in December
Jan 26, 2023
Equity Newsletter - First Quarter 2023
Jan 26, 2023
Real GDP Increased at a 2.9% Annual Rate in Q4
Jan 26, 2023
First Trust 2023 Economic Year-End Outlook
Jan 25, 2023
Market Observations - Uncharted Waters
Jan 24, 2023
Weekly Market Watch - Week of January 23rd
Jan 23, 2023
Rearview Mirror OK, Collision Ahead
Jan 23, 2023
Alternatives Update 4th Quarter 2022
Jan 23, 2023
High Frequency Data Tracker 1/20/2023
Jan 20, 2023
Existing Home Sales Declined 1.5% in December
Jan 20, 2023
Housing Starts Declined 1.4% in December
Jan 19, 2023
Retail Sales Declined 1.1% in December
Jan 18, 2023
Industrial Production Fell 0.7% in December
Jan 18, 2023
Fourth Quarter 2022
Jan 18, 2023
Soft Landing?
Jan 17, 2023
Market Observations - A Snapshot of Bond Valuations
Jan 17, 2023
Weekly Market Watch - Week of January 16th
Jan 17, 2023
High Frequency Data Tracker 1/13/2023
Jan 13, 2023
Housing Tracker - First Quarter 2023
Jan 12, 2023
Asset Flows Monitor January 2023 Edition
Jan 10, 2023
Weekly Market Watch - Week of January 9th
Jan 09, 2023
Not Goldilocks
Jan 09, 2023
High Frequency Data Tracker 1/6/2023
Jan 06, 2023
Midterm Election Client Resource Kit - December 2022
Jan 06, 2023
Income Insights 1st Quarter 2023
Jan 06, 2023
Dividends Client Resource Kit - Fourth Quarter 2022
Jan 06, 2023
Equity Client Resource Kit - Fourth Quarter 2022
Jan 06, 2023
Monthly Talking Points - A Recap of December 2022
Jan 04, 2023
Weekly Market Watch - Week of January 2nd
Jan 03, 2023
Market Minute - January 2023
Jan 03, 2023
The Housing Outlook for 2023
Jan 03, 2023
Is the BLS Cooking the Books?
Dec 21, 2022
More Work to Do
Dec 14, 2022
Market Minute - December 2022
Dec 06, 2022
Asset Flows Monitor December 2022 Edition
Dec 05, 2022
Monthly Talking Points - A Recap of November 2022
Dec 05, 2022
Asset Flows Monitor November 2022 Edition
Nov 07, 2022
Market Minute - November 2022
Nov 04, 2022
Monthly Talking Points - A Recap of October 2022
Nov 03, 2022
How Fast, How High, How Long
Nov 02, 2022
Income ETFs: Beyond Traditional Dividend Strategies
Oct 25, 2022
Third Quarter 2022
Oct 21, 2022
Alternatives Update 3rd Quarter 2022
Oct 17, 2022
Quarterly Newsletter - Issue 91, October 2022
Oct 14, 2022
Equity Newsletter - Fourth Quarter 2022
Oct 13, 2022
Market Minute - October 2022
Oct 10, 2022
Asset Flows Monitor October 2022 Edition
Oct 10, 2022
Housing Tracker - Fourth Quarter 2022
Oct 07, 2022
Fixed Income Newsletter 4th Quarter 2022
Oct 05, 2022
Equity Client Resource Kit - Third Quarter 2022
Oct 05, 2022
Monthly Talking Points - A Recap of September 2022
Oct 04, 2022
First Trust Energy Sector ETF Primer
Aug 17, 2022
Politics Makes People Stupid!
Jul 28, 2022
Alternatives Update 2nd Quarter 2022
Jul 25, 2022
Second Quarter 2022
Jul 19, 2022
Housing Tracker - Third Quarter 2022
Jul 15, 2022
Quarterly Newsletter - Issue 90, July 2022
Jul 13, 2022
Fixed Income Newsletter 3rd Quarter 2022
Jul 08, 2022
Equity Client Resource Kit - Second Quarter 2022
Jul 07, 2022
Stocks Are Fairly Valued
Jun 10, 2022
Equity Client Resource Kit - First Quarter 2022
Apr 27, 2022
Alternatives Update 1st Quarter 2022
Apr 27, 2022
First Quarter 2022
Apr 22, 2022
Housing Tracker - Second Quarter 2022
Apr 22, 2022
Quarterly Newsletter - Issue 89, April 2022
Apr 18, 2022
Fixed Income Newsletter 2nd Quarter 2022
Apr 13, 2022
Is it Too Late to Allocate to Commodities ETFs?
Mar 03, 2022
Initial Thoughts on Ukraine and the Markets
Feb 24, 2022
Quarterly Newsletter - Issue 88, January 2022
Jan 19, 2022