RESEARCH & THOUGHT PIECES FROM OUR TEAM

The mood among sellers seems to have shifted in recent weeks from apathy about the slow boil of higher rates to urgency, financial advisers and real-estate agents said. Sellers are seeking advice on how best to time the market and tame their anxiety.

• Visual Capitalist: "Understanding...

Wages continued to grow in March, but the pace has cooled slightly over the past few months, suggesting employers are feeling less pressure to offer pay increases as more people return to the workforce, which could ease inflation pressures.

• Bloomberg: "Soaring Mortgage Rates in U.S. Dent...

Nearly half of millennials say they’re living paycheck to paycheck, up 6 percentage points from a year earlier, a new survey found. And with so little cash to spare, more millennial workers—those between the ages of 25 and 40—feel they can’t handle an unexpected financial...

Apparel retailers and department stores are bumping up against pockets of price resistance, a sign that consumers are curtailing spending as inflation remains at the highest level in four decades.

• The Wall Street Journal: "Shoppers Reach Their Limits on Some Price Increases"
• The Wall Street...

It was a lot more fun to be in your 20s in the ’70s than to be in your 70s in the ’20s. Not that I would know personally (yet), but this wry baby boomer lament, making its rounds on the internet, hits uncomfortably close to home.

• Barron's: "Don’t Expect an Investor Bailout...

Public pension funds had a median 61% of their assets in stocks as of Dec. 31, up from 54% 10 years ago, according to Wilshire Trust Universe Comparison Service. Since then, the Russia-Ukraine War and expectations that the Federal Reserve will raise interest rates this month have battered equity...

Small businesses are bearing the brunt of supply-chain pressures and rising prices, with many tapping their cash reserves or taking on debt just to compete with larger rivals.

• Bloomberg: "How the Russian-Ukraine War Threatens the Dollar's Dominance"
• Visual Capitalist: "The 50 Minerals Critical...

Meet the newly minted millionaires next door. They didn’t put all their money into a Microsoft-type stock that made them rich. They didn’t take a chance on speculating in cryptocurrency with its crazy volatility or start a business that they then sold to some billionaire.

• Visual...

The average U.S. household is spending an additional $276 a month because of inflation that is rising at its fastest rate in 40 years, a new economic analysis showed. The squeeze stems from higher prices across a range of products and services, including cars, gasoline, furniture and groceries.

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The latest monthly jobs report was much better than expected, but nonetheless finds employers across the U.S. still crying out in vain for workers. Goods are undelivered for want of truckers. Code is unwritten for want of coders. Hotel beds are unmade for want of bed makers, with both Hilton...

The U.S. employment-cost index—a quarterly measure of wages and benefits paid by employers—showed that costs continued to rise at the highest rate in two decades. The fourth-quarter gain, compared with a year ago, was 4% on a non-seasonally adjusted basis, the Labor Department said...

Last year, China’s tech stocks cratered. This year, America’s are following suit. But their selloffs have very different drivers, and therein lies a potential inflection point in the emerging competition between the two countries. The Nasdaq correction is the natural consequence of...