by Brian Jacobsen | May 4, 2026 | 4m
So much for “April Showers.” April was about resilience: equities recovered from a geopolitics-driven drawdown and pushed to fresh highs, even as energy shocks and a fractured Fed kept macro uncertainty elevated. The market message looks less like “recession soon” and...
by Brian Jacobsen | May 1, 2026 | Macro & Market Musings
Comments based on information available as of 5:00 am CT on 5/1/2026 Growth: Blitz vs. slog. In the first quarter, the economy was largely propelled forward by a capital expenditure blitz. Spending on computers and related equipment alone added more than half a...
