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Weekly insights
Market View: Week of Jul. 24, 2026
Although LEI did decline in June, erasing May’s gain, the direction of travel for the index is arguably more important than individual monthly readings. The upside surprise for new home sales was yet another positive but may not be durable, as mortgage rates have risen and the ongoing Iran conflict continues to impact energy prices and inflation.
Jul 27, 2026
Special Edition
Special Edition Market Update Video: July 23
Phil Blancato gives a special update on the market.
Jul 27, 2026
Chart of the Month
The Generational Wealth Gap Has Never Been Larger
The economic importance of older generations has increased, as strong balance sheets and the wealth effect from rising stock markets and home prices continue to support spending. The expected acceleration of the great wealth transfer may gradually rebalance wealth ownership.
Jul 20, 2026
Weekly insights
Market View: Week of Jul. 17, 2026
Cooling inflation, resilient retail sales, and improving consumer sentiment suggest the economy continues to grow, while lower inflation is helping restore consumers' purchasing power.
Jul 20, 2026
Quarterly insights
Q2 2026: Market View Quarterly
Despite ongoing volatility and economic unevenness, investors are encouraged to stay invested, as strong corporate earnings, stable economic growth, a resilient labor market, and continued AI investment provide a positive foundation for markets in the second half of the year.
Jul 13, 2026
Weekly insights
Market View: Week of Jul. 10, 2026
Markets remain focused on inflation, energy prices, and geopolitical developments as key determinants of Fed policy, while a resilient labor market and strong services sector continue to support consumer spending and overall economic growth.
Jul 13, 2026
Weekly insights
Market View: Week of Jul. 3, 2026
The likelihood of an interest rate cut remains low. While the labor market continues to show resilience, inflation remains elevated enough to keep the Federal Reserve (Fed) on hold. Wage growth continues to lag inflation for many households, particularly lower- and middle-income earners, reinforcing concerns about a divergence in the economy.
Jul 06, 2026
Special Edition
SpaceX Update Video: June 23
Jul 06, 2026
Monthly insights
Russia’s Diminishing Influence: Numbers Versus Narrative
While Russia remains an important player on the global stage, supported in part by its nuclear arsenal and natural resources, the evidence suggests that the gap between perception and reality has widened, leaving its long-term influence considerably weaker than commonly assumed.
Jun 29, 2026
Monthly insights
SpaceX Update
SpaceX's public debut represents one of the most significant market events in recent years. Beyond its size and valuation, the company's listing highlights broader themes, including market concentration, passive investing, and continued growth of the commercial space industry.
Jun 29, 2026
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