Comments based on information available as of 7:30am CT on 4/10/2025 Growth: Not Whether, But How Much? A week ago, the market seemed to be pricing in a near certainty of there being a recession. Now, the market seems to be pricing in merely a fear of a recession....
Comments based on information available as of 7:30am CT on 3/28/2025 Growth: April Showers Bring May Flowers? Many were hoping that tariff announcements would bring clarity. Instead, the outlook is much cloudier. Will April showers bring May flowers? That’s the...
Comments based on information available as of 7:30am CT on 3/28/2025 Growth: Starting On A Strong Foot, But Will It End That Way? Fourth quarter economic data and earnings releases showed businesses came into the year on a strong foot. Despite that, there has been a...
Comments based on information available as of 7:30am CT on 3/21/2025 Growth: Double-Dip Vibecession It’s not unusual to see sentiment move separately from spending. What matters more than how people feel is how they behave. Despite the significant drop in...
Comments based on information available as of 7:30am CT on 3/14/2025 Growth: From Bump To Slump? Consumer and business sentiment jumped higher after the election, but both have since slumped. There is little relationship between what consumers say they’re...
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
