Financial News
What We’re Reading
December 22, 2025
Commentary & analysis of selected stories on December 22, 2025
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December 22, 2025
Financial News
What We’re Reading
December 19, 2025
Commentary & analysis of selected stories on December 19, 2025
Humor
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December 19, 2025
Data Reports
Inflation Watch – A Big Miss With an Asterisk
December 18, 2025
Inflation came in lower than even the lowest forecasts, but there are some questions surrounding the BLS handling of missing October data.
Financial News
What We’re Reading
December 18, 2025
Commentary & analysis of selected stories on December 18, 2025
Humor
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December 18, 2025
Bonds
What Is Holding Back the Bond Market?
December 17, 2025
Given the state of markets, inflation, and the economy, the 10-year yield should be almost 100 basis points lower.
Financial News
What We’re Reading
December 17, 2025
Commentary & analysis of selected stories on December 17, 2025
Conference Call
Should Fed Officials Prioritize Their Inflation or Employment Mandate?
December 17, 2025
Join us Thursday, December 18, for our next conference call discussing the Fed's balancing of the dual mandate.
Humor
Cartoons
December 17, 2025
Economy
Employment in Pictures – Concern for the Labor Market
December 16, 2025
The birth-death model is likely overstating job creation, leading Powell to suggest payrolls might actually be contracting by 20k jobs per month since March.