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....
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Macro & Market Musings
Macro & Market Musings – 4/25/25
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....
Macro & Market Musings – 4/17/25
Comments based on information available as of 9:30am CT on 4/17/2025 Growth: A Sprint Before The Stumble U.S. retail sale leapt 1.4% in March, powered by motor‑vehicle purchases (+5.3%) and broad front‑loading ahead of 25% auto tariffs and higher levies on other...
Macro & Market Musings – 4/11/25
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....
Macro & Market Musings – 4/4/25
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 great...
Macro & Market Musings – 3/28/25
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...
Macro & Market Musings – 3/21/25
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 consumer...
Macro & Market Musings – 3/14/25
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 feeling and...
Macro & Market Musings – 3/7/25
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....
Macro & Market Musings – 2/28/25
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....
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