Ignoring data can be useful. Because not all data is, in fact, useful. Samuel Rines discusses how the NFIB Small Business Survey’s persistent pessimism might be misleading and how the U.S. economy’s resilience could signal a “handoff to normal.”
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When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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Four years ago, the global economy shifted to goods-driven due to the COVID-19 pandemic. Samuel Rines outlines the subsequent transition of the U.S. economy to services-driven and the potential implications for investors.
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What are important questions for investors to consider as we approach 2024? Jeremy Schwartz and guest author Samuel Rines outline the signposts for the transition of the major themes dominating markets.
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