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Weekly insights
Market View: Week of Jul. 31, 2026
The decline in PCE was welcomed by both the Fed and investors, though as oil prices have risen once again in July, that trend is unlikely to hold. Economic growth appeared stronger than the headline number would suggest, with consumer spending data from the underlying report remaining durable.
Aug 03, 2026
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
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
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
Weekly insights
Market View: Week of Jun. 19, 2026
The possibility of a rate cut before the end of the year has all but evaporated, and according to futures markets, a rate hike may now actually be on the table, but most market participants expect the central bank to remain cautious on rate policy for the time being.
Jun 22, 2026
Weekly insights
Market View: Week of Jun. 12, 2026
The Iran truce reduced one of the biggest near-term risks, but it is still more of a pause than a durable resolution, so investors are likely to keep a geopolitical premium in place until the situation proves stable. CPI and PPI were firm enough to keep inflation front and center, which means the Federal Reserve (Fed) has less room for interest rate cuts. SpaceX's debut was well absorbed, supporting risk appetite without changing the broader macro story.
Jun 15, 2026
Weekly insights
Market View: Week of Jun. 05, 2026
The services sector remains strong, marking its 23rd month of growth, while manufacturing continues to recover. Gains in activity, productivity, and investment support U.S. reshoring efforts.
Jun 08, 2026
Weekly insights
Market View: Week of May 29, 2026
Higher inflation coupled with lower wage growth is a bad combination for consumers. The Fed is unlikely to cut interest rates with inflation at current levels.
Jun 01, 2026
Weekly insights
Market View: Week of May 22, 2026
Higher mortgage rates and continued economic uncertainty stemming from the Iran conflict have created a difficult environment for the housing market. The labor market continues to show resilience, allowing the Fed some leeway to remain restrictive and focused on the other half of its dual mandate – inflation.
May 26, 2026
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