Monitoring Inflation Shock Potentially Transitioning to Growth Shock

Executive Summary  The S&P 500 fell for the third week in a row, with the Nasdaq down eight times in the last nine weeks. The dollar strengthened against the major currencies as investors moved toward safer assets and ended at its strongest level of the year albeit still down year over year. Rising oil prices […]

Behavioral Biases and Wealth Erosion: The Silent Risk of Emotional Financial Decisions

Recent economic reports indicate that while the most extreme inflationary spikes have subsided, the path to price stability remains complex. February’s data showed headline inflation at 2.4%, yet the Federal Reserve’s preferred metric—the PCE index—remains more stubborn. According to the Wall Street Journal, this index held at 2.8% in January, with “core” inflation (excluding volatile food and energy) reaching 3.1%.    […]

Week of March 15, 2026 – Weekly Economic Commentary 

Data availability is critical to financial markets, economists and businesses and data can come from many organizations, including but not-exclusively agencies of the Federal Government. A number of well-established industries have created surveys and other forms of data collection with long track records; some examples are residential construction National Association of Home Builders Index), autos (the Michigan Survey of […]