Debt Burden Building Across Households
Is America’s rising household debt a red flag or just a new normal? The latest data from the Federal Reserve Bank of New York shows U.S. household debt
1 min read
Ben Carter
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Earnings Power, Yet Signs of Consumer Fatigue
Soaring profits... but for how long as debt and tariffs bite? Corporate America is currently delivering a parade of positive surprises—66% of S&P 500 companies beat earnings
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Trade, Tariffs, and Global Repercussions
Are shrinking trade deficits disguising deeper risks for consumers and companies? The U.S. trade deficit fell to $60.2B in June, its lowest in nearly two years, thanks to
1 min read
Markets Swing as Earnings Outshine Worries
Can blockbuster earnings keep the bull market running despite economic warning signs? After a volatile stretch, U.S. stocks are again capturing the glass-half-full narrative. The Dow rose
1 min read
Debt, Delinquencies, and Distress Rise
Is America's debt pileup accelerating—right as households show fresh signs of strain? The latest data from the New York Fed paints one unmissable picture: total U.S.
1 min read
Tariffs Narrow Trade Deficit Amid Growing Economic Distrust
The U.S. trade deficit plunged to a nearly two-year low in June, with the gap between the U.S. and China shrinking to its smallest in over two
2 min read
Market Volatility Meets Shifting Economic Terrain
OPEC+ Ramps Output Amid Geopolitical and Market Pressures The OPEC+ coalition is accelerating oil production, having approved a substantial hike of 547,000 barrels per day for September as part
2 min read
US Jobs Data Under Fire Amid Economic Slowdown
Controversy Surrounds Bureau of Labor Statistics Amid Job Report Revisions President Donald Trump's recent dismissal of Bureau of Labor Statistics (BLS) Commissioner Erika McEntarfer has thrust the credibility
2 min read
Navigating Market Resilience Amid Tariff Turbulence
In early August 2025, global markets grappled with the complex fallout from President Donald Trump’s expansive tariff policy, yet showed signs of resilience. The major U.S. indexes rebounded
2 min read
Economic Shifts Under Trump: Data, Tariffs, and Drought Impacts
The Bureau of Labor Statistics in the Crosshairs President Donald Trump recently alleged that the Bureau of Labor Statistics (BLS) manipulated labor data to make him and Republicans look bad,
2 min read
Markets Grapple With Recession Risks Amid Tariffs and Fed Uncertainty
Global Markets Digest Mixed Signals Amid Tariff Turbulence Markets across the globe are grappling with a cocktail of sharp unemployment revisions, new tariffs from the Trump administration, and OPEC+’s
3 min read