The economy in 2025 was filled with contradictions, as growth was healthy while hiring slowed, inflation stayed elevated and unemployment rose.
Recession fears have cooled, but a labor market chart flagged by one bearish strategist might give bullish investors pause.
If the Sahm Rule Recession Indicator holds, Edwards’ warning appears justified. But the rule is not infallible. After earning ...
The US economy grew 3.1% last year, trouncing widespread calls for a recession and exceeding my relatively sober expectation for 2% growth. The correct way to view the interplay between growth and ...
This is Chart of the Week from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: The chart of the day What we're watching What we're reading Economic data ...
Despite a series of road bumps, the 2025 economy proved surprisingly steady. Americans kept spending and businesses kept investing, especially in artificial intelligence. Other bright spots for the ...
The May jobs report came out today and showed an economy barely adding any jobs: Just 69,000 were added last month, and the unemployment rate increased. This follows news yesterday that GDP was ...
No amount of narrative-setting can convince American voters that the economy is better or worse than their own experience dictates.
The bullish euphoria that came from the possibility of a quick return to neutral rates after the Fed's 50 basis point cut in September has faded. But it's been swapped with a different bullish ...
Global central bank interest rates have tripled to its highest level since 2000. Yet industrial output has remained high, which is unusual for periods when rates are moving sharply higher. "We don't ...
Family vacation in Maui was wonderful, with warm reception. Fed has tamed inflation, and economy growing at unspectacular pace. Political risks outweigh economic risks, Harris and Trump running ...