The Fed Paused. Now What?

The Federal Reserve meeting has concluded, and as we anticipated, they have chosen to hold the Federal Funds Rate steady. While the headlines might simply say “Fed Pauses,” the details behind the decision paint a clearer picture of where we are heading in 2026. The Labor Market is the Key For a long time, the […]

Signal vs. Noise: The Fed, The Jobs, and The Rising Cost of Waiting

It is Wednesday, January 28th. The Federal Reserve wraps up its two-day meeting today, with a statement due at 2:00 PM ET. While the media focuses on the immediate “noise” of the press conference, I want to focus on the “signal” coming from the latest economic data. Home Prices Are resilient We have been discussing […]

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