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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
Weekly insights
Market View: Week of May 15, 2026
Although most market participants expect the effects of higher energy costs to reverse once the Iran conflict winds down and traffic through the Strait of Hormuz normalizes, the timing of such a de-escalation remains uncertain, leaving the Fed with little conviction on monetary policy in the near term
May 18, 2026
Weekly insights
Market View: Week of May 08, 2026
The strength of the labor market confirms that the economy is holding up well in spite of headwinds from geopolitical shocks. This likely limits the chance for an interest rate cut in the near term unless employment weakens or inflation picks up meaningfully.
May 11, 2026
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
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