A rare simultaneous selloff in the dollar, Treasuries and equities comprise what the investing community has labeled the sell America trade. … READ MORE >
Joe Brusuelas
Market Minute: Fed independence and the sum of all fears
Today, the sum of all fears among central bankers and economists can in large part be traced to the mistakes of the Arthur Burns era at the Fed. … READ MORE >
Market Minute: Transmission of monetary policy to the real economy
When the fiscal authority is at odds with monetary authority, then the transmission mechanism starts to break down. … READ MORE >
Market Minute: Volatility grips oil markets as tensions rise
As tensions escalate in the Middle East, volatility has gripped oil markets after a period of a growing global surplus. … READ MORE >
Market Minute: What happens if the Supreme Court overturns the tariffs?
The court will decide on whether higher tariffs imposed last year without approval from Congress are allowed under the Constitution. … READ MORE >
CPI remains 2.7% as noise in the data persists
Inflation increased by 2.7% on an annual basis in December, bringing to close a year of noise in the data. … READ MORE >
Market Minute: How women are helping Japan’s resurgence
Japan’s women are working at record levels, with their labor force participation rate reaching 56% in 2025 from 48% n 2012. … READ MORE >
Market Minute: The risks in Treasury’s shift to T-bills
In 2025, 84% of the government’s debt issuance was made up of Treasury bills with maturities of 12 months or less, the highest ratio since the financial crisis. … READ MORE >
December jobs report shows the no-fire, slow-hire economy at work
In December, 50,000 new jobs were created and the unemployment rate declined to 4.4% from a revised November estimate of 4.5%. … READ MORE >
U.S. productivity surges in third quarter
U.S. productivity grew by 4.9% in the third quarter, marking the biggest increase in two years, the Bureau of Labor Statistics reported on Thursday. … READ MORE >