The Real Wage Slowdown
Real wage growth can provide useful insight into the American household and the strength of our economy. Taking a step beyond nominal wage numbers, real wages are adjusted for inflation and show purchasing power.
Chart of the Week
22 posts
Your Global Equity Exposure Is More American Than You Think
As middle-power alliances take shape and tariff negotiations intensify, investors may reasonably wonder how this could impact their global portfolios.
250 Years of U.S. Economic Growth
Wishing everyone a Happy Fourth of July. As America celebrates its 250th anniversary, we thought it was a fitting moment to reflect on the long-term economic picture.
The World Cup's market signal runs one way
Two intuitive beliefs resurface every World Cup; that hosting enriches the host nation and that winning lifts the home market.
A New Fed Chair and a Hawkish Shift
Kevin Warsh chaired his first Federal Open Market Committee (FOMC) meeting this week.
Gasoline Is Up 40%. Goods Prices Just Fell
Headline inflation was +4.2% year-on-year (YoY)according to the Bureau of Labor Statistics’ May 2026 report. This is the highest YoY consumer price index number in three years, and it will likely lead the story heading into the Fed’s upcoming meeting on June 16, 2026. Just as interestingly,