The Economy Looks Shaky. So, Why Is The Stock Market Surging?

There's a massive disconnect between different indicators of the economy's health: economic indicators are waving red flags about employment and inflation, while financial markets are surging, seeing ... Read More

Citi Says This Stock Market Sell-Off Is Just a ‘Rotation,’ Not a Crash

This week’s sell-off may have rattled nerves, but Citi (C) insists it’s not the start of something bigger. Instead, it looks more like investors shuffling money around, taking profits in hot names, ... Read More

Stock market may be obscuring 'important realities' about the U.S. economy

The U.S. stock market closed mostly lower Wednesday, as investors assessed minutes of the Federal Reserve's July meeting. The U.S. stock market remains not far off its record peak even after stumbling ... Read More

Quick Thoughts on the Economy: Slowing Growth Until the Stock Market Crash

GDP grew at a 1.2 percent annual rate in the first half of the year — that is down sharply from its 2.5 percent rate in 2024. It is not hard to identify the culprits: uncertainty created by Trump’s ... Read More

Denial is driving the stock market higher — but what’s coming next can’t be ignored

Investors are in denial about tariffs’ impact on corporate profits and inflation. The truth is that if companies choose to absorb tariffs, profit margins shrink. If they pass the tariffs along, ... Read More

Stock market may be obscuring ‘important realities’ about the U.S. economy

The U.S. stock market remains not far off its record peak even after stumbling this week. The stock market has been pricing in a strong economy, even if “conditions are lining up to disappoint those ... Read More