Viewpoints

Below is a summarized transcript of the IndiView: Weekly Market Update for 5/4/26. The full video can be seen at the bottom of this post. Big Tech Is Still Growing — and Still Spending Big Tech earnings were strong again, with Apple, Meta, Microsoft, Amazon, and Google all showing solid…

For many years, economists and market participants have looked to leading economic indicators to get a sense of where the economy is headed next. The question I have is whether the indicators we have relied on for decades are still as useful in the current economy as they once were….

Below is a summarized transcript of the IndiView: Weekly Market Update for 4/27/26. The full video is included at the bottom of the post. Semis Yes. Software No. One of the biggest market divides right now is between semiconductor stocks and software stocks. Semiconductor names have continued to benefit from…

Below is a summarized transcript of the IndiView: Weekly Market Update for 4/20/26. The video is included at the bottom of this post. The Market Is Not the EconomyThis week’s update begins with a reminder that the stock market and the economy are related, but they are not the same…

Below is a summarized transcript of the IndiView: Weekly Market Update for 4/13/26. The full video is attached to the bottom of this post. Oil Back Over $100Markets are back in seesaw mode as hopes for an Iran deal faded and oil moved back above $100. That is not yet…

Below is a summarized transcript of the IndiView: Market Update and Outlook for April 2026. The video is included at the bottom of this post. In this month’s IndiView: Market Update and Outlook, we take a broader look at the U.S. economy, financial markets, and the themes shaping investor decisions…

Below is a summarized transcript of our IndiView: Weekly Market Update for 4/6/26. The full video is included at the bottom of this post. Markets are still working through a mix of crosscurrents right now, and this week’s update focused on some of the most important ones: the latest jobs…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/30/26. The video can be seen in full at the bottom of this post. Last week I attended the Reservation Economic Summit (RES) in Las Vegas. It was a strong event with thousands in attendance and a good…

Not surprisingly, the U.S. Federal Reserve chose to keep rates steady at its most recent meeting. If you were following CME Fed Fund futures, this was a near certainty. So, with slowing growth and a President openly favoring rate cuts, why hasn’t the Fed moved? A simple answer: inflation. While…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/16/26. The video is included at the bottom of this post. Markets continue to react to several crosscurrents right now, including oil price volatility, stubborn inflation data, and some surprising performance in parts of the technology sector. In…