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The gap between headline interest rates and effective rates on debt has shielded the economy from elevated interest rates.

Artificial intelligence (AI) has garnered headlines this year with the success of the "Tech Titans", but diversification still matters.

The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. gross domestic product (GDP).

The most direct economic link between the 1970s and today is inflation. Although the numbers differ, a similar pattern has emerged.

The last decade of low interest rates made it difficult for investors to generate income. In today's environment, bonds are once again a meaningful income source.

The cost of shelter plays a significant role in the level of inflation. Shelter costs are about 33% of CPI and 15% of PCE which leaves the Fed in a tough spot.