Weekly insights

Weekly insights

Market View: Week of May 01, 2026

Elevated energy prices stemming from the Iran war will keep the Fed on hold, with little urgency to ease policy given a labor market that has seen improvement in recent months. At the same time, Q1 economic growth remained broadly supportive, showing no clear signs of underlying weakness, despite higher gasoline prices for consumers.

May 04, 2026

Weekly insights

Market View: Week of Apr. 24, 2026

Rising energy prices from the Iran conflict are fueling inflation and could delay rate cuts, weighing on both stocks and bonds. While markets remain near highs, sustained oil prices raise risks of slower growth, margin pressure, and increased volatility

Apr 27, 2026

Weekly insights

Market View: Week of Apr. 10, 2026

Energy prices from the Iran conflict are pushing up headline inflation, but core inflation and economic activity remain resilient. The Fed is likely to look past the shock, though rate cuts may come later than expected.

Apr 13, 2026

Weekly insights

Market View: Week of Apr. 3, 2026

A rebound in job data underscored labor market resilience, allowing the Fed to focus on inflation risks. Consumer spending remains on solid footing. Manufacturing expansion suggests potential shift after prolonged period of contraction.

Apr 06, 2026

Weekly insights

Market View: Week of Mar. 27, 2026

Rising export and import prices point to solid global demand but also potentially signal renewed inflation pressures. Consumer sentiment may remain pressured as long as the conflict persists and energy prices stay elevated.

Mar 30, 2026

Weekly insights

Market View: Week of Mar. 20, 2026

Inflation came in hotter than expected. Near-term interest rate cuts appear unlikely. Labor market data continues to indicate limited movement in both hiring and layoffs.

Mar 23, 2026

Weekly insights

Market View: Week of Mar. 13, 2026

Most of this week’s economic data reflects conditions prior to the escalation in the Middle East, meaning the clearest early signals of geopolitical impact are likely to appear first in inflation and consumer sentiment.

Mar 17, 2026

Weekly insights

Market View: Week of Mar. 06, 2026

While probably not yet indicative of a manufacturing revival, back-to-back months of growth for the ISM Manufacturing index mark a solidly positive development for an industry that has faced significant headwinds.

Mar 09, 2026

Weekly insights

Market View: Week of Feb. 27, 2026

January’s stronger-than-expected wholesale inflation suggests interest rates may stay higher for longer, which can create some near-term market volatility. However, it was encouraging to see final demand food prices decline, a sign that some everyday cost pressures are easing even as broader inflation remains.

Mar 02, 2026

Weekly insights

Market View: Week of Feb. 20, 2026

The Supreme Court's ruling against the President’s tariffs temporarily reduced the average U.S. effective tariff rate, but it is expected to lift back up. GDP growth was largely in line with expectations and continued to reflect underlying economic momentum.

Feb 23, 2026