Macro & Market Musings – 11/7/25

Comments based on information available as of 7:00am CT on 11/7/2025 Growth: Brought To You By The Letter ‘K’   Consumer confidence is rising for households earning more than $50,000 and falling for those earning less. Earnings growth expectations are up...

Macro & Market Musings – 10/31/25

Comments based on information available as of 5:35am CT on 10/16/2025 Growth: Confirmation Bias Run Amok When reliable data is scarce, prior beliefs tend to persist. While government statistics offer the most comprehensive and dependable insights, alternative...

Macro & Market Musings – 10/24/25

Comments based on information available as of 7:35am CT on 10/16/2025 Growth: Alternative Reality Without official government data releases, it’s hard to gauge the health of the economy. There are private sector sources as an alternative, but they don’t...

Macro & Market Musings – 10/17/25

Comments based on information available as of 5:35am CT on 10/16/2025 Growth: 50 Shades Of Beige The Fed’s Beige Book certainly didn’t paint a rosy picture for the US, but it also wasn’t bleak. Three of the 12 Federal Reserve Districts reported...

Macro & Market Musings – 10/10/25

Comments based on information available as of 6:35am CT on 10/10/2025 Growth: Better Than Nothing With a government shutdown delaying key official data releases, the Federal Reserve’s upcoming Beige Book may be give clarity on what’s happening on the...

Macro & Market Musings – 10/3/25

Comments based on information available as of 6:55am CT on 10/03/2025 Growth: Shutdown Slowdown “What, me worry?” But there may be more than meets the eye to this government shutdown. The pain individuals feel who are furloughed should not be minimized....