March 18, 2024

Core Inflation Exceeded Expectations for The Last Two Months – Stickier Than Expected

For now, the inflation news appears to be outweighing softening employment in terms of market impact.  Let’s review some of the more significant economic data released last week.   

March 4, 2024

Both Fed Chair Powell and Berkshire Hathaway Chair Buffett Agree – Patience Pays

Last week, all eyes were on the Personal Consumption Expenditures (PCE) inflation index for Jan-uary. Besides the inflation report, other meaningful economic data was released, and we saw the S&P 500 and NASDAQ hit all-time highs last Friday. Many of us also read Warren Buffett’s annual letter to Berkshire Hathaway shareholders, with its timeless investment wisdom. Let’s review some of the important economic data released last week