Retail Sales
In a stunning display of economic resilience, U.S. retail sales surged past consensus estimates in the closing months of 2025, effectively cementing a "soft landing" scenario as the calendar turns to 2026. Despite a labor market that has cooled to its slowest hiring pace in over two
Jobs Report
The U.S. labor market greeted 2026 with a performance that investors are calling a "Goldilocks" masterpiece. The December jobs report, released by the Bureau of Labor Statistics on January 9, 2026, revealed a cooling but resilient employment landscape, adding 50,000 nonfarm payrolls. While this figure slightly
Goldman Sachs
Goldman Sachs has issued a compelling assessment of the current stock market, labeling the environment as "peak Goldilocks." This pronouncement signifies an optimal, yet potentially fleeting, period for equity markets, driven by a pronounced "risk-on" shift. The market's current trajectory is attributed to a