Market Overview

Until values, priorities and incentives change, "the lifestyle you ordered is currently out of stock and on back order, with no estimate of a future delivery date." The ultimate winners and losers...

Stock prices rose and bond yields edged lower yesterday on hopes that the Trump administration will soon start to deliver trade deals and the Fed might deliver cuts in the federal funds rate if the...

Ned Resnikoff has a nice piece in The Nation about YIMBY’s, the abundance agenda, and realism about the politics of housing. He highlights how YIMBYs really are interested in levelling the playing...

The GBP/USD has come under increased pressure in recent days, weighed down by ongoing concerns over the progress of Brexit trade negotiations and the U.K.'s economic recovery. A recent dip in the...

A late April 2025 rally in the S&P 500 has sparked a wave of investor optimism, with some asserting that the market has fully absorbed the effects of President Trump’s tariffs. However, this...

Stocks enter the heart of Q1 earnings season this week, looking to build on what has been a surprisingly good quarter so far. According to FactSet, roughly 36% of S&P 500 companies have reported...

US economic activity looks set to post a sharply softer rate of growth in Wednesday’s initial estimate of first-quarter GDP, based on the median nowcast for several estimates compiled by...

Trump expected to ease tariff pressure on US car manufacturers Dollar and US futures rise modestly, gold edges down; key US data awaited Loonie spikes on Carney win but falls back on likely minority...

US equities recovered from early losses on Monday, 28 April, supported by hopes of US-China trade de-escalation and optimism ahead of earnings from tech giants Apple (NASDAQ:AAPL), Amazon...

European and U.S. stock futures are mixed this morning, with slight weakness prevailing across key benchmarks. Futures for the DAX, CAC 40, and FTSE 100 are hesitating after five straight winning...

In past economic downturns, US economic pain was often softened by falling bond yields and a rising Dollar, which led to lower interest rates and boosted consumer spending power. This time, however,...

Statistical games can be played to mask the realities of our neofeudal economy, but "narrative control" can't obscure the facts or the banquet of consequences that these realities have set. Not...

Washington, DC, might make a good example for scaling the various aspects of housing supply over the last couple of decades. But, before I get into the data, how have I been sleeping on D.C. proper?...

We keep hearing that the plunge in consumer sentiment isn't showing up in the economic data yet. Well, there is one data point that is feeling the effects, and it turns out its a pretty important...