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Last week saw unfounded US recession fears and global financial market jitters go poof as quickly as they arrived. Dr.…

Corporate earnings have never been higher, suggesting that employment should continue to grow as profitable companies expand their payrolls. Today,…

A weak July employment report does not a recession make. The financial markets reacted on Friday as though it does,…

If economic performance were an Olympic sport, America would sweep up gold medals. The US economy hit record-high real GDP,…

Characterizing the investing backdrop at this juncture are big unknowns about the near-term future, such as which administration will be…

In congressional testimony last week, Fed Chair Powell sounded more dovish than he has this tightening cycle. That clinched financial…

Signs that the Fed might lower the federal funds rate soon have sent stocks soaring, even though those signs were…

Personal consumption expenditures data for May suggest clear skies on both the inflation and income fronts: The PCED has been…

The bull market has stampeded through some of the most optimistic price targets on Wall Street including ours. While we…

The rates of unemployment and inflation aren’t always inversely correlated, as the Phillips Curve model posits. Historically, they have…

How the labor market is doing is critical to the Fed’s setting of monetary policy given its dual mandate…

Our economic and S&P 500 forecasts are underpinned by our forecasts for corporate revenues, earnings, and profit margins.…