Current Events

Feb 28

What’s Driving the Market Selloff? A Deep Dive into Bonds, Yields, and the Fed

Markets have had a rough ride lately. Just last Wednesday, we hit fresh all-time highs, only to see a sharp selloff in the days since. As Free Feb 11

Trump’s Economic Vision: A European Replay?

Donald Trump’s top economic advisor, Kevin Hassett, recently outlined the administration’s economic vision, and after digging into the details, one thing stands out: it Free Feb 4

Tariffs, Growth, and Inflation: What No One is Talking About

The discussion around tariffs often gets caught up in political rhetoric, but if we take a step back and analyze the mechanics from a macroeconomic perspective, Free Jan 24

Trump 2.0: What It Means for Markets and Fiscal Flows

The Trump 2.0 era has officially begun, and it’s off to a fast-paced start. In just a few days, we’ve seen sweeping changes, Free Jan 17

Understanding Rising Treasury Yields: Debunking the Macro Bear Narratives

Treasury yields have been climbing steadily, particularly on the long end of the curve, sparking renewed chatter from macro bears who see this as the harbinger Free Apr 10

CPI Comes in Hot, Rate Cuts in Doubt

This morning, the Bureau of Labor Statistics released their highly anticipated March Consumer Price Index report. Year over year, CPI was slightly higher than expected at Free