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American Ledger

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The Real Inflation Story of 2025 Isn’t Over Yet

The Real Inflation Story of 2025 Isn’t Over Yet

Services Prices Are Still Elevated. And That’s the Fed’s Nightmare.

Dec 23, 2025

The New Market Leadership: Which Sectors Take Over If Tech Finally Rests?

The New Market Leadership: Which Sectors Take Over If Tech Finally Rests?

How a crowded trade opens the door for quieter sectors.

Dec 18, 2025

The Rise of the “Slow-Money Portfolio”: Why Investors Are Shifting to Duration

The Rise of the “Slow-Money Portfolio”: Why Investors Are Shifting to Duration

Extending duration again as cuts come into view.

Dec 16, 2025

Corporate Margins Are Cracking. And Q1 2026 Earnings May Be the First Real Test

Corporate Margins Are Cracking. And Q1 2026 Earnings May Be the First Real Test

Slowing demand and elevated costs are beginning to pressure earnings expectations

Dec 15, 2025

The $1 Trillion Interest Bill: What Rising Federal Costs Mean for Markets

The $1 Trillion Interest Bill: What Rising Federal Costs Mean for Markets

When Debt Service Becomes a Market Signal.

Dec 12, 2025

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