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Insights

16
Jun 2022
Thursday

Households are rearranging their budgets, which matters for the economy.

  • Consumer spending has recovered to pre-pandemic levels, but there’s more to the story.
  • Differences in spending on goods versus services reveal an important economic trend.
  • ...
20
May 2022
Friday

The labor market is strong, wages are rising, and the workforce has shown some fight.

  • Today’s job market is tight, with unemployment near 50-year lows.
  • Wages are on the rise, which is a mixed blessing for the economy.
  • Where are all the workers?...
13
May 2022
Friday

The dollar’s rise has gotten little attention, but it’s worth a discussion.

  • The dollar is strong against other currencies right now. There’s a logical explanation why.
  • The dollar’s recent strength is a mixed blessing. It involves more than you...
5
May 2022
Thursday

Misunderstandings about the relationship between stocks and the economy need to be cleared up.

  • The stock market is different from the economy, and the distinction matters.

  • Stocks and the economy are related, but the nature of that relationship...