Strong Jobs Data and Inflation Keep Pressure on the Fed

Published on June 10, 2026

While job growth has reaccelerated, supporting consumption, the underlying income picture is less encouraging.

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A Time to Plan

June 10, 2026
Investors have enjoyed a favorable run. If the year ended today, it would mark the seventh time in the last nine years that stock portfolios generated double-digit returns. Housing prices remain near historic highs, while bond investors have benefited from elevated yields over the past three years.

Soaring Capital Expenditures in the Tech Sector: Good, Bad, or Ugly?

June 10, 2026
The Numbers Are Staggering – The Magnificent Seven stocks now carry a combined market cap larger than the GDPs of Germany, Japan, India, and the UK combined. Meanwhile, 2025 tech-sector capital expenditures rivaled the peak-year spending of the Manhattan Project, rural electrification, the Apollo moon shot, and the Interstate Highway System — all at once.