Macro

June’s inflation decline suggests progress, but beneath the headline, stubborn core prices and renewed geopolitical tensions show the fight against inflation is far from over.

As economic growth moderates, equity markets continue to rally. This growing disconnect between Wall Street and Main Street has become one of the defining stories of today’s financial markets.

The Fed held rates steady, but growing divisions among policymakers suggest the path for interest rates remains highly uncertain.

June’s jobs report points to a labor market that appears stable but is quietly weakening.

Strong income and spending masked growing financial strain as households saved less and struggled to keep pace with inflation.

A new Fed chair, stubborn inflation, and uncertain Middle East negotiations left investors weighing the risks of tighter monetary policy against hopes for geopolitical stability.