Economy
Wealthy Spending and the K-Shape Economy
May 29, 2026
Spending is now the most concentrated among the wealthy in history
Spending is now the most concentrated among the wealthy in history
The Confidence Board’s Index of Leading Economic Indicators (LEI) is a model. Its construction and indicators mimic the thinking of many economists and market types. Although this model is incorrect, it remains a valuable tool for understanding the economy.
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at crude production & prices
A review of our recent research
Commentary & analysis of selected stories on May 28, 2026
Commentary & analysis of selected stories on May 27, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on May 26, 2026.