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Wednesday, Oct. 15, 2025

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The latest insight and perspective on domestic and global markets, economic trends, investment strategy, and more from our Investor Insights webinar series.
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May 29, 2025

GDP contracted modestly in Q1

Revised Q1 GDP reflected slight improvement, but didn’t change the narrative around businesses and consumers front-running tariff-induced price hikes. 
Blog / 3 min read Read More
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May 29, 2025

Will actual near-term economic activity follow sentiment’s lead?

Soft data has turned sharply lower in recent months, while hard data has remained resilient. While it can be resolved in multiple ways, that divergence isn’t likely to last. 
Blog / 2 min read Read More
Board room meeting.
May 22, 2025

No signs of labor market stress in weekly jobless claims

Job openings have declined, and hiring has slowed, but there’s still little indication of a meaningful uptick in layoffs.
Blog / 2 min read Read More

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    Positive headline data from the May jobs report masks some underlying weakness.

    Blog / 4 min read
    Two people looking at screens with GDP data

    GDP contracted modestly in Q1

    Blog / 3 min read
    Two people sitting at a desk looking at hard and soft data

    Will actual near-term economic activity follow sentiment’s lead?

    Blog / 2 min read
    522 article

    No signs of labor market stress in weekly jobless claims

    Blog / 2 min read
    article 1

    Weak consumer sentiment: A contrarian signal?

    Blog / 2 min read
    article job

    Initial jobless claims remain consistent with solid labor conditions

    Blog / 2 min read
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