Spending is still there, but where it’s going is shifting fast. Value chains are holding up while mid-tier restaurants feel the pressure.
May 4, 2026
3 min read
Job openings are down, wage growth is slowing, but unemployment remains low. A very different kind of labor market shift.
May 1, 2026
Oil disruptions, higher fuel costs, and supply chain pressure are already showing up in prices and business decisions.
Apr 30, 2026
Delinquencies are rising and lending is tightening, but spending hasn’t cracked — here’s why.
Apr 29, 2026
U.S. natural gas exports are scaling fast, and the revenue is increasingly locked in for years ahead.
Apr 27, 2026
Regional banks are pulling back on lending, and it’s starting to show up in real estate, small business, and local economies.
Apr 24, 2026