Recent economic data suggest that the economy is still expanding, which is particularly good news for companies in the business of managing money. Read More
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The increase in retail trade job openings in June is one more positive sign that the economy can absorb the cost of import tariffs without triggering a recession. Read More
FOMC policy statement on Wednesday, June PCE report on Thursday, and July employment data on Friday. Read More
There is no need to force interest rates lower while most companies have managed to absorb the import tariff cost without downgrading their guidance for earnings later this year Read More
Citigroup's Q2 results confirm that the banking giant has its income statement on solid footing, so I am raising our limit price to $97. Read More
The widely anticipated decline in the Leading Economic Index last month was not sufficiently large to trigger any alarm bells on Wall Street since consumer spending appears to be rising despite that pessimism. Read More
Leading Economic Indicators today, Existing Home Sales on Wednesday, Alphabet and Tesla Q2 results this week. Read More
The economy is holding up remarkably well despite the chaos and confusion surrounding the way in which it is being managed. Read More
The June retails sales report all but eliminates any chance of a Fed rate cut at the end of this month, and could reduce the chances of one in September, too. Read More
Recent advancements in artificial intelligence technologies have made those tools accessible to businesses of all sizes, including the smaller ones represented in our PF Fund Portfolio Read More