US dividend growers are down nearly 20% relative to the S&P 500 over the past 12 months.

By: Lev Borodovsky

At 8.17 U.S. dollars, Switzerland has the most expensive Big Macs in the world, according to the January 2024 Big Mac index. Concurrently the cost of a Big Mac was 5.69 dollars in the U.S., and 5.87 U.S. dollars in the Euro area.

By: Charles-Henry Monchau, CFA, CMT, CAIA

For inflation to keep falling, the labor market must continue to cool.

This chart makes me worried.

By: Peter Berezin

What’s the Difference Between the CPI and PCE Indexes?

Shelter Price Weights Cause PCE and CPI to Diverge

By: James W.

Time in the market beats timing the market

By: Valerie Noel

Consumer expectations for higher stock prices are at the highest in 3 years.

By: Daily Chartbook

Out of the 50 states that through electoral colleges will choose the next POTUS, there are 7 that are considered swing states.

By: Gustavo A. Cano

30% & Counting

Some noteworthy observations to share; please refer to the chart below which captures the past 30 years (S&P 500, Recession, Fed Funds).

By: Bruce Richards

MARKET EXTREMES PRECEDE MAJOR TREND CHANGES

By: Jonathan Baird, CFA

The US economy is seeing the highest boost in labor productivity in decades. While artificial intelligence could explain a small part of this, the main reason is a surge in business creation and economic dynamism.

By: Robert Spendlove