A brilliant animation on the economics and opportunity of education reform

Dispersion remained the theme, with the Dispersion Index still elevated. While it could rise further, it’s something to watch—high dispersion typically coincides with low correlations.

Once again, the decision to keep Fed Funds at its current level came as little surprise, as the Fed continues to be sitting back and waiting to see how the economic and inflation landscape unfolds given the uncertainties that have arisen from tariff-related developments.

Pricing pressures are not limited to the real estate sector, as companies like Heineken, Tesla, and Winnebago are also struggling to pass on higher input costs to customers, with some even engaging in a price war.