There’s no denying that the equity markets have taken on a decisively different look and feel in recent weeks. We’ve…
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Q2 GDP Tracking: Wide Range due to Trade “Distortions”
From BofA: Since our last weekly publication, our 2Q GDP tracking is down two-tenths to +1.8% q/q saar. [May 30th…
Continue ReadingFreddie Mac House Price Index Declined in April; Up 2.6% Year-over-year
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Declined in April; Up 2.6% Year-over-year A…
Continue ReadingPCE Measure of Shelter Decreases to 4.2% YoY in April
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report…
Continue ReadingPersonal Income increased 0.8% in April; Spending increased 0.2%
From the BEA: Personal Income and Outlays, April 2025 Personal income increased $210.1 billion (0.8 percent at a monthly rate)…
Continue ReadingThe Compound and Friends: Why Initial Jobless Claims Could Blow Up The Stock Market
Advertisement Diversify Client Portfolios with CLOs Collateralized Loan Obligations (CLOs) offer floating-rate exposure and portfolio diversification. Learn more about niche credit…
Continue ReadingAnalyzing SIL, USO, and NVDA: Could These Bullish Patterns Trigger?
SIL Silver Miners SIL was among the leaders yesterday and now is close to triggering this double-bottom bullish pattern. Staying above the…
Continue ReadingNuclear Power Trio: OKLO, SMR, and CCJ in Focus
Nuclear energy stocks are on a tear, and Oklo Inc. (OKLO), Cameco Corp. (CCJ), and NuScale Power Corporation (SMR) are…
Continue ReadingNAR: Pending Home Sales Decrease 6.3% in April; Down 2.5% YoY
From the NAR: Pending Home Sales Declined 6.3% in April Pending home sales decreased 6.3% in April, according to the…
Continue ReadingQ1 GDP Growth Revised up to -0.2% Annual Rate
From the BEA: Gross Domestic Product (Second Estimate), Corporate Profits (Preliminary Estimate), 1st Quarter 2025 Real gross domestic product (GDP)…
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