Perhaps the single most important macro phenomenon of the past several decades is the precipitous decline in the labor share of income.

The greenback fell against the G10 currencies last week but consolidation seemed to be the main feature.

​​​​​​​With risk aversion gathering momentum, deleveraging looms.

While the S&P is still less than 3% off its all time highs, this rotation is about to turn to distribution as a new bear market begins. One major reason is the outperformance of consumer staples.

Yelp operates a leading digital marketplace connecting consumers with local businesses across restaurants, home services, retail, and professional services.

Copper prices “have to go up” over the next decade, driven by rising demand and a supply gap that “cannot be bridged”.

This week saw wholly expected volatile behavior in the last serious week of this bumpy earnings season.

The golden age seems to be delayed.

We have been inundated with employment and labor data over the past few weeks. Some of it is finally catching up from reports delayed due to the government shutdown.

January delivered the kind of mix investors and policymakers have been looking for: inflation cooled even as the labor market kept adding jobs.

U.S. investors are shifting away from Bitcoin and Ethereum ETFs, moving funds into international equity markets amid rising Treasury yields.

Rivian stock is still down some 20% versus its 52-week high.

While the absolute number for aggregate payrolls was revised downward, the upward trend remained intact.

Fundamentally, the US remains structurally short aluminium, with domestic smelting capacity having declined over the past two decades due to high power costs and global competitive pressures.

Despite Micron's impressive run, significant upside remains available in 2026 and beyond.

We can think of our efforts to understand the economy as being like putting together a jigsaw puzzle. Each data report gives us a piece, but none of them can tell the whole picture.

Micron Technology’s stock surge looks set to continue as strong memory chip demand boosts pricing power and earnings, helping MU extend its rally amid favorable industry dynamics

While much of the Technology sector has struggled in 2026, these three stocks have largely avoided the selloff, benefiting significantly, either directly or indirectly, from strong and sustained AI-driven demand.

This article shows Cleveland Fed nowcasts of instantaneous PCE and core PCE inflation drifting away from the Fed’s 2% target in recent data, signaling inflation dynamics that may complicate policy expectations.

This article highlights Cal-Maine Foods as a top stock pick for 2026 based on strong fundamentals, robust egg market dynamics, and attractive valuation that may offer upside potential for long-term investors.