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The Productivity Gamble

The Productivity Gamble

Something strange is happening in the U.S. economy right now, growing while barely adding jobs. Over the past year, the labor force actually shrank by over 550,000 people, a drop we haven’t seen outside of a pandemic or a recession, yet GDP kept climbing. The...
The Fed’s Tightrope Walk

The Fed’s Tightrope Walk

The latest CPI (Consumer Price Index) came in at 2.4% year-over-year for February, with core inflation, which excludes food and energy, sitting at 2.5%. On the surface, that looks like progress. The Fed’s target is 2%, and they’re close, but close isn’t...
Streaming, Rates, and Nvidia

Streaming, Rates, and Nvidia

The Streaming Arms Race After months of waiting, a deal between Warner Bros. and Paramount has finally fallen through. Netflix walked away from the deal after WB deemed Paramount’s new bid of $11 billion and $31 per share superior to Netflix’s most recent offer....
A Narrow Strait, A Narrow Margin

A Narrow Strait, A Narrow Margin

It was a busy week for worldwide tensions. President Trump made headlines by sending additional U.S. military assets to the Middle East as tensions with Iran continue to simmer. He’s given Iran a 10-day window to come to the table on a nuclear deal or the U.S....