Market briefs
Context for long-term investors, filtered for signal over noise.
Economic indicators
CPI (YoY)
2.9%
vs. 3.1% prior
Unemployment
4.1%
unchanged m/m
Fed Funds Rate
4.50%
held this meeting
GDP Growth
2.4%
Q/Q annualized
A hold doesn't mean neutral. What the dot plot and duration curve suggest about the next move.
6 min read
A rotation worth tracking, and what it implies for cyclical exposure heading into year-end.
5 min read
Leading indicators worth watching before next month's inflation print lands.
7 min read
A base case, a soft-landing case, and a stagflation risk case — and how allocation should respond to each.
9 min read
Capital discipline is reshaping free cash flow yields across the sector.
6 min read
Why existing-home inventory stays tight even as demand softens at the margin.
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