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The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm

CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.Tod ...  Show more

Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures

Wholesale prices rose sharply in the latest report, pointing to persistent inflation that could complicate Federal Reserve policy decisions. This unexpected uptick in producer prices suggests the inflation fight is far from over, despite earlier optimism about cooling price press ...  Show more

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Investing in stock and bond markets during a boring, decade-long bull market is easy enough. It’s a little more difficult when everything is trending downward, inflation is at record highs and even Cardi B is tweeting about recession jitters. And yet, strong flows into e ...

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Valuation Metrics Suggest Investor Caution (3/5/24)
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Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Ma ...  Show more

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