Economic Insights

Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors

Younger consumers create long-term trends. The brands they love are a key focus for our team.

Analysis: July PCE/ECI Data Points to Goldilocks Economy

Today's much anticipated release of economic data including the Employment Cost Index (ECI) and the Fed's preferred inflation measure, the Personal Consumption Expenditure (PCE) all painted the picture of a goldilocks scenario.  Inflation is abating, wages and labor market conditions are cooling, while the economy continues to grow, and spending remains resilient.

Exploring New Volatility Products: The Rise of SPIKES Futures

In the dynamic world of volatility trading, the demand for innovative derivatives contracts has been on the rise.

Exploring New Volatility Products: The Rise of SPIKES Futures

In the dynamic world of volatility trading, the demand for innovative derivatives contracts has been on the rise.

There’s an Estimated $57 trillion in Household Spending Each Year

Does a $57 trillion theme warrant dedication in an investment portfolio? Absolutely.

Inflation Analysis: CPI Misses on Headline and Core

Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income fund at Catalyst, provides...

The Ripple Effect: CPI Numbers, Rate Hikes, and the Fed’s Stick

In the world of finance and economics, every number, decision, and statement has the potential to create a ripple effect across markets. Today, as we delve into the latest CPI (Consumer Price Index) numbers, we find ourselves at a crucial juncture that will set the tone for upcoming job reports and the next Federal Reserve meeting.

The Ripple Effect: CPI Numbers, Rate Hikes, and the Fed’s Stick

In the world of finance and economics, every number, decision, and statement has the potential to create a ripple effect across markets. Today, as we delve into the latest CPI (Consumer Price Index) numbers, we find ourselves at a crucial juncture that will set the tone for upcoming job reports and the next Federal Reserve meeting.

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Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.