History may not repeat, but when markets stumble badly it does tend to recycle the same culprits. Over the last century, the ugliest calendar‑year stock market losses have usually traced back to one of three forces: recessions, inflation or interest‑rate shocks, and…
Mohamed El‑Erian is warning that the global economy is drifting toward a slow‑growth, high‑inflation mix as the Iran conflict lingers, but his message is oddly constructive for investors willing to respect risk while hunting opportunity. Think of it as the market equivalent…
US wholesale prices jumped more than expected in January, complicating the “soft landing” narrative but stopping well short of an outright inflation scare.
Wholesale Prices Run Hotter Than Forecast
The Labor Department’s producer price index (PPI), a key gauge of inflation before…
U.S. jobless claims just posted their sharpest rise in two months, but the numbers still paint a picture of a labor market that is cooling, not cracking.
Jobless Claims Jump – But Stay in the “Comfort Zone”
For the week ending January…
The Federal Reserve just reminded Wall Street that sometimes the most market-moving decision is to do nothing at all.
Fed Stays Put, Markets Lean In
In its first policy meeting of 2026, the Fed kept the target range for the federal funds…
