With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-Markets still trading on the highs and lows of the AI trade

-Friday jobs report and continued inflamatory pressures saw 10Y treasury bump past 4.5% Friday, another threat to some growth stocks

-Space X IPO is close!

-Spending growth continues from consumers across all income brands, which brings a still persistent dislocation between spending and consumer sentiment.

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-One could argue that stock prices are too high, but that doesn’t mean they can’t go higher

– Volatility remains in oil markets, but oil prices likely higher for longer

-Bond yields have climbed a bit

-Per the FBI, the rate of internet crimes is climbing, likely due to AI

-Trump Accounts are starting to become available and funding begins July 4, 2026

As earnings season nears its completion, markets will be set adrift again.

The rising bond yields leave investors asking questions, but there are some benefits to higher interest rates.

The ability to launch an ETF is not terribly costly now, and the record number of ETFs created in 2025 is creating concerns in the marketplace.

And more! Listen below or wherever you find your favorite podcasts.

With an abundance of economic data this week we have a lot to cover. Here’s some of the key numbers:

-Consumer prices rose 3.8% year over year.  Even stripping out volatile food and energy prices, core inflation rose 2.8%, which is well above our comfort zone.

-Producer prices soared 6% year over year, driven by surging oil costs. Soaring producer prices renew inflation worries as businesses are likely to pass those higher costs on to consumers in the coming months.

-Retail sales rose .5% last month, though largely driven by higher gasoline prices.  However, online shopping by consumers showed resilience.

-industrial production and Business Inventories rose in April, both showing stability in consumer demand.