Falling Slowly

Falling Slowly

Jul 11, 2025 | The Weekly Edge

Introduction – “Take this sinking boat and point it home” Economic data is pointing to a slowdown in activity, but markets seem far from concerned. The S&P 500 is back at all-time highs, and companies are expected to report growing earnings for the second quarter....
The Fed Waves Through a Window at Markets

The Fed Waves Through a Window at Markets

Jun 20, 2025 | The Weekly Edge

Introduction – I’ve Learned to Slam on the Brake Before I Even Turn the Key Before this week, the Federal Reserve had not released updated economic and interest rate forecasts since March 19th. That sure feels like a long time ago. While members of the central...
7empest

7empest

Jun 13, 2025 | The Weekly Edge

Heat lighting flash, but don’t blink Misleading Tranquility ruse You’re gonna happen again That’s what I think Follow the evidence Look it dead in the eye You are darkness Trying to lull us in, before the havoc begins Into a dubious state of serenity...
Consumers Have Us. Who’s Got Them?

Consumers Have Us. Who’s Got Them?

May 30, 2025 | The Weekly Edge

Consumers in “The Space Between” The latest twists in 2025’s economic policy soap opera came from a federal court this week striking down the bulk of U.S. tariffs…only for a higher court to put that ruling on hold less than 24 hours later. While we wait...
My Boy Only Breaks His Favorite Toys

My Boy Only Breaks His Favorite Toys

May 23, 2025 | The Weekly Edge

“Oh, here we go again” Taylor Swift, My Boy Only Breaks His Favorite Toys Global bond markets let out a primal scream this week that was reminiscent of a fully-“seen” millennial singing along to The Tortured Poets Department at max volume (IYKYK). Long bond yields...