by Daniel White | May 11, 2026 | Economy
Monday, May 11, 2026 Recent stock market moves don’t make a lot of sense from a macro standpoint. Stocks are hitting all-time highs despite oil prices soaring. The U.S. consumer sentiment index from the University of Michigan, with data going back to 1952, has never...
by Daniel White | May 4, 2026 | Economy
Monday, May 4, 2026 This year’s first quarter was a wild ride. It started off well after a strong 2025, reaching new market highs in January. But then global disfunction arose due to the escalating conflict in the Middle East. It led to a severe downturn and the...
by Daniel White | Apr 27, 2026 | Economy
Monday, April 27, 2026 The projected Federal Reserve script has been flipped, and the stock market doesn’t seem ready. A series of things drove markets higher. They include the AI evolution, record share repurchases, and an ongoing Federal Reserve rate easing cycle....
by Daniel White | Apr 20, 2026 | Economy
Monday, April 20, 2026 Unless you own a lot of energy stocks, the recent past has probably been bad news for your portfolio. Oil prices are higher and the energy sector, once again, has been the biggest gainer. For instance, as of this writing the State Street Energy...
by Daniel White | Apr 13, 2026 | Economy
Monday, April 13, 2026 The Federal Reserve met and did nothing. Normally, this wouldn’t be big news. But when it’s in context of a new war, the Fed’s reaction can take on more importance. To recap: the Fed finished its two-day policy meeting, and as widely expected,...
