As someone who’s spent decades immersed in the freight and logistics industry, I’ve learned that freight data often tells the ...
Discover how ample liquidity and careful Fed policies are driving U.S. economic growth despite recession fears.
The S&P 500 closed at a new all-time record after the breakout on Friday. The Shiller PE ratio is now at 41, so the bubble ...
The chart of the day What we're watching What we're reading Economic data releases and earnings In lieu of official economic data (thanks, government shutdown), we have the Chipotle (CMG) economic ...
The prolonged freight recession and soaring operational costs keep the economy atop trucking’s concerns going into 2026, ...
SIX MONTHS ago, as President Donald Trump announced a trade war of unprecedented aggression, businesses and investors braced ...
Since the summer, Fed Chair Powell has described the labor market as being in a “curious kind of balance.” See his remarks in ...
The Nasdaq 100 Index is now almost 18% above its 200-day moving average. Meanwhile, I will argue again that we have an ...
The equity market continues to ignore the government shutdown (perhaps treating it as a positive) and, more importantly, the ...
The share of employers planning for a recession in Canada—for example, by tightening their budgets or pausing investments—has ...
One chart shows how Amazon's workforce surged during the pandemic and Great Resignation. The new corporate layoffs are a ...
After a week of intense policy meetings, the Federal Reserve, European Central Bank, and Bank of Japan have taken divergent paths in tackling economic challenges. Although global growth fears have ...