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).


March 9, 2023

After an exuberant January, investors took a step back as concerns reemerged that inflation and tighter financial conditions could derail...

January 17, 2023

Heading into 2022, investors were optimistic. The economic recovery from the coronavirus pandemic had exceeded expectations and risk-assets had positive...

December 15, 2022

November brought investors some additional reprieve as the economy continued its bumpy transition to its next phase. Somewhat defying the...