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finance
Expert Commentary on the May 2026 Jobs Report: Labor Market Cooling and Recalibration for Business Hiring
After many years of looking at job reports, I have found there have been a few that really impacted the…
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finance
US Border Policy Adjustments and Their Near-Term Effects on Seasonal Labor Availability and Agri-Food Prices
In 2018, while standing inside a California packing house, I witnessed the chaos that results from insufficient labor to operate…
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finance
Analysts Weigh In: The 2026 Midterm Election Policy Landscape and Its Market Probability Pricing
I was on a trading floor in 2018, watching as the screens turned red ahead of the midterm elections. Everyone…
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finance
Mapping the Reshoring Surge: US Manufacturing Construction Spending and Private Investment Commitments Through Q1 2026
It’s been nearly two years since I first witnessed the total collapse of U.S. supply chains and how quickly they…
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finance
Tracking Small Business Optimism and Credit Availability: The NFIB Index and Regional Fed Loan Survey Diverge
In 2022, I was sitting in my office with a ton of rejection letters from my client who “should’ve” had…
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finance
The Corporate Profit Margin Compression Puzzle: Sectoral Decomposition of Q1 2026 GDP Second Estimate
It was 2022, and I was in the board room with the CFO of a company that was watching their…
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finance
Analyzing the June 2026 OPEC+ Production Decision: Spare Capacity, Geopolitics, and the Global Oil Price Trajectory
There have been several times in my trading experience over these last 3 years where I have sat back and…
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finance
The European Central Bank’s Mid-2026 Monetary Path: Lagarde’s Balancing Act Between Sticky Services Inflation and Stalling Growth
I remember sitting in a boardroom in Frankfurt back in 2012, watching the markets panic over a single sentence from…
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finance
China’s Property Market Stabilization Package After Evergrande’s Final Liquidation: Is a Floor Forming in 2026?
Back in 2021, I was in a boardroom at an office building in Shanghai as I witnessed the early signs…
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finance
The Global Minimum Corporate Tax Phase-Out Deadline and the Rise of Subsidy Competition Among Advanced Economies
In 2021, I sat in a boardroom in Zurich and observed at first-hand the initial OECD announcements ripple throughout the…
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