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).


February 8, 2024

· U.S. growth surprised to the upside through 2023 and continues to be on solid footing entering 2024, although vulnerabilities...

January 12, 2024

Key Takeaways Global growth bested pessimistic expectations coming into the year and the widely anticipated recession of 2023 never came...

December 8, 2023

· If U.S. investors were feeling anxious about global events it was difficult to detect, as big rallies in U.S....