These charts help to highlight some of the disconnects between the economic data, expectations and current market pricing that could create trouble for stocks later this year.

How the Attention Economy Is Devouring Gen Z — and the Rest of Us transcript The last few episodes of the show have been about attention, but about attention in terms of something else. Attention in ...

Treasuries dropped hard on Tuesday as bond markets from the US to Europe got slammed by worries out of Japan. The yield on ...

The U.S. net foreign asset position has declined sharply since 2007 and is currently negative 65 percent of U.S. GDP. This deterioration primarily reflects a U.S.-specific rise in corporate asset ...

We believe that Omnicom has a narrow moat attributable to intangible assets. Intangible assets are derived from decades of granular data on omnichannel and global marketing campaign performance, ...

US stocks face extreme valuations as the S&P 500's risk premium narrows. Explore the challenges of GDP growth, AI gains & ...

S&P 500 is showing strong signs of overvaluation, with the Buffett Indicator at record highs. Click here to find out why ...

Chinese government advisers are stepping up calls to make the household sector's contribution to broader economic growth a ...

President Donald Trump joined a long line of presidents who complained that NATO countries fail to pay their fair share and ...

Mind the ever-present risks: Of course, we should not get complacent. There will always be risks to worry about, such as U.S.

Stock markets are up and tax cuts are coming for some, but consumer spending is slowing and the full effects of tariffs have ...

I jointly estimate monthly series for GDP and eight subcomponents for the US since 1950. The series match 1) quarterly national accounts equivalents, 2) exact data on monthly consumption, and 3) past ...