Today In Perspective

Today in Perspective analyzes financial and economic events
in three dimensions rather than as isolated headlines.

Today In Perspective

Today in Perspective analyzes financial and economic events
in three dimensions rather than as isolated headlines.

Today in Perspective analyzes financial and economic events in three dimensions rather than as isolated headlines.

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Latest publications

The Freight Recession Signal

In the U.S., shipping volumes and trucking rates have a habit of softening early, because goods demand and inventories adjust before the labor market does.

Feb 24, 2026

When Small Caps Stop Agreeing With Big Caps

In U.S. markets, broad risk appetite tends to fade first in smaller companies, and that gap has a history of widening before the economy fully feels the turn.

Feb 21, 2026

The Quiet Rise of Delinquencies

American slowdowns often begin with small payment misses spreading from the margins, long before unemployment rises enough to make it obvious.

Feb 19, 2026

The Buyback Cycle Meets Higher Rates

In the U.S., buybacks often rise when confidence is high, but they can also mask a late-cycle reality when borrowing costs climb and organic growth gets harder.

Feb 17, 2026

When Borrowing Gets Too Expensive, Growth Usually Slows

This Treasury-rate pattern is not a date on the calendar, but it often shows when policy is tight enough to bend the economy later.

Feb 14, 2026

Big Spending Slows Before Jobs Do

American downturns often begin when companies stop expanding first—hiring slows later—because investment plans are where uncertainty shows up before the labor data does.

Feb 12, 2026