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…
Traders on Wall Street like to pretend they are focused on the “decision,” but this week the 25 basis points are just the opening act; the real drama arrives in the footnotes, charts, and carefully hedged adverbs of the Fed’s 2026 guidance.…