Investors are deluged daily with data about the economy. Invariably, the data does not emit consistent clues about the direction of the economy. It is important to remember that some data is classified as leading economic indicators that tend to move before changes in the overall economy (akin to a driver looking out front through the windshield). Other data is classified as coincident indicators, and the last group is classified as lagging indicators that tend to move after changes in the overall economy, (akin to a driver looking in the rearview mirror).


June 10, 2024

Key Takeaways U.S. economic resilience continued to surpass expectations, but early signs of a slowdown may be emerging. Slowing growth...

May 9, 2024

Key Takeaways After a strong Q1 saw the S&P 500 jump over 10%, equity markets retreated in April with U.S....

April 15, 2024

Key Takeaways The first quarter was a continuation of late 2023, characterized by stronger-than-anticipated growth paired with tamer inflation and...