Macroeconomic data show that the U.S. economy appears strong with low inflation, low unemployment, and moderate economic growth. However, when one looks at the more "micro" aspects of the economy, ...

Equity markets continue to march ever higher (up more than +1% on the week) with both the S&P500 and the DJIA closing at new record highs on Friday (on very light volume). The overall health of the ...

Top-down and bottom-up forecasts are increasingly diverging, and we think 2023 will be largely about how these divergences resolve themselves. In commodities, after a major spike in 2022, top-down ...

Tariffs were almost certainly the flavor of the week over the last period. These taxes on imported goods are sending shockwaves through markets, upending pricing strategies, shaking consumer ...

What is the state of the U.S. economy? What is the threat of a recession? How will these macro factors impact the agricultural economy? Your farm is being impacted by a myriad of macro and micro ...

Global equity positioning is increasingly diverging as institutional investors adopt a cautious stance while retail traders ...