Are we actually on track for a "soft landing"?

Consumer spending and low unemployment have helped counter actions by the Federal Reserve.

The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%.  However, deeper analysis paints a picture that isn't quite as rosy.  The S&P 500 is a market-capitalization weighted index.  When you look at the equal-weighted index, the return is...

The Fed, the Treasury bond market, and the VIX are all trying to tell us something...

Today's move by the Federal Reserve is no surprise.