Financial Markets
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Commercial Mortgage Delinquencies Now Surpass 2008 Financial Crisis Peak
Office and multifamily mortgages are defaulting at an alarming rate, putting billions in loan value at risk.
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AIER’s Everyday Price Index Rises 0.21 Percent in August 2025
Sticky service costs, moderating but still-present tariff effects, and a softening labor market combine to put pressure on the Fed.
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Economic Measurement and the Mirage of Exactness
Numbers do not speak for themselves. They are framed, spun, and selectively emphasized.
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Wall Street Isn’t Daycare: Interns Meet the Real World
Many college graduates are discovering they don’t want the high pressure or long hours that white-collar finance firms demand.
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When Doing Nothing Is Doing Harm: Powell’s Misstep on Tariffs and the Neutral Rate
The Fed’s passive tightening could have active economic consequences. Trade uncertainty is dragging down the neutral rate.
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Business Conditions Monthly May 2025
Investors are willing to risk a little more as trade war threats normalize. Some sectors show ongoing weakness, but economic activity sputtered forward.
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Buy Now, Pay Later Is Just Credit, Not a Crisis
Installment plans work like credit cards, with a longer repayment period. Most consumers are choosing flexibility, not taking on new debt.
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AIER’s Everyday Price Index Jumps 0.51 percent in June 2025
A recent surge in everyday costs is closely tied to import-heavy categories now facing steep tariffs from China and Mexico.
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But Lagarde, Europe Is a Museum!
A shift of foreign investments from dollars to euros would only make inflation and confiscation risks worse.
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Business Conditions Monthly April 2025
Hiring is slowing and consumer sentiment is souring, but households and small firms are responding positively to a pause in tariff escalations. The US economy is balancing on a narrowing ledge.
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•
Commercial Mortgage Delinquencies Now Surpass 2008 Financial Crisis Peak
Office and multifamily mortgages are defaulting at an alarming rate, putting billions in loan value at risk.
-
•
AIER’s Everyday Price Index Rises 0.21 Percent in August 2025
Sticky service costs, moderating but still-present tariff effects, and a softening labor market combine to put pressure on the Fed.
-
•
Economic Measurement and the Mirage of Exactness
Numbers do not speak for themselves. They are framed, spun, and selectively emphasized.
-
•
Wall Street Isn’t Daycare: Interns Meet the Real World
Many college graduates are discovering they don’t want the high pressure or long hours that white-collar finance firms demand.
-
•
When Doing Nothing Is Doing Harm: Powell’s Misstep on Tariffs and the Neutral Rate
The Fed’s passive tightening could have active economic consequences. Trade uncertainty is dragging down the neutral rate.
-
•
Business Conditions Monthly May 2025
Investors are willing to risk a little more as trade war threats normalize. Some sectors show ongoing weakness, but economic activity sputtered forward.
-
•
Buy Now, Pay Later Is Just Credit, Not a Crisis
Installment plans work like credit cards, with a longer repayment period. Most consumers are choosing flexibility, not taking on new debt.
-
•
AIER’s Everyday Price Index Jumps 0.51 percent in June 2025
A recent surge in everyday costs is closely tied to import-heavy categories now facing steep tariffs from China and Mexico.
-
•
But Lagarde, Europe Is a Museum!
A shift of foreign investments from dollars to euros would only make inflation and confiscation risks worse.
-
•
Business Conditions Monthly April 2025
Hiring is slowing and consumer sentiment is souring, but households and small firms are responding positively to a pause in tariff escalations. The US economy is balancing on a narrowing ledge.