Labor data fell flat today, and the stock market loved it. Expectations for an October hike are fading fast. Empower Chief Investment Strategist Marta Norton discusses the three trends that characterize the U.S. economy today.
Tom Nun assesses the speed of the U.S. economy. Is it revving fast enough to withstand the headwinds of rising inflation and higher interest rates?
The Fed increased the Fed Funds rate by a quarter percent, this beginning what could be a 2026 hiking cycle to combat inflation.
Chief Investment Strategist Marta Norton discusses the Federal Reserve's reaction to escalating inflation and AI companies' evaporating free cash flows.
In this week's edition, portfolio strategist Tom Nun discusses how the Fed is viewing recent inflation reports and economic activity.
Empower Chief Investment Strategist Marta Norton breaks down the most recent Consumer Price Index report.
Portfolio Strategist Tom Nun discusses recent events in Iran and how it is affecting the energy markets and the U.S. economy.
Portfolio Strategist Tom Nun discusses the downside of the lack of transparency from both the Federal Reserve and the Trump administration.
Empower Chief Investment Strategist Marta Norton examines the trading and implications of SpaceX's IPO launch.
Portfolio Strategist Tom Nun examines the SpaceX IPO, AI valuations and an unexpectedly strong employment report.