Comments based on information available as of 5:45am CT on 11/28/2025 Growth: Squaring The Circle Consumer confidence has returned to levels near the historic lows we saw last April, when President Trump announced tariffs and the market dropped nearly 20%. However,...

Comments based on information available as of 5:45am CT on 11/21/2025 Growth: Dated Data Is Better Than No Data Summer feels like ages ago, but we’re only now getting the backlog of government data. Most of it simply confirms what we already suspected: the economy is...

Comments based on information available as of 6:00am CT on 11/14/2025 Fears of a Fed pause in December replaced fears of a prolonged government shutdown. There's always something to worry about, and that's one reason there's something called the equity risk premium....

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 for big...

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...

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 have the same...

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 slight to modest...

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 ground in...

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. However, for...

Comments based on information available as of 6:55am CT on 9/26/2025 Growth: Silver Linings Emerge Amid signs of cooling in some areas (job growth and existing home sales), pockets of resilience are shining through. U.S. new home sales soared in August to an...