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Filtered by Tag: 2026
Weekly insights
Market View: Week of Oct. 2, 2026
The economy continues to grow on the strength of consumer spending and business investment, but a cooling labor market and persistently elevated inflation suggest the Fed is likely nearing the end of its rate-hiking cycle, with higher rates remaining in place for now before a potential shift toward easing.
Oct 05, 2026
Weekly insights
Market View: Week of September 25, 2026
The economy remains relatively strong due to solid business activity, demand, and hiring, but growing consumer caution and persistent inflation pressures could keep interest rates higher for longer and create challenges for more rate-sensitive sectors.
Sep 28, 2026
Monthly insights
Debts Coming Due
The U.S. faces growing fiscal pressure as trillions in maturing debt must be refinanced at higher interest rates, driving up borrowing costs and complicating long-term budget stability amid persistent deficits and rising entitlement obligations.
Sep 25, 2026
Weekly insights
Market View: Week of Sept. 18, 2026
Higher interest rates are increasing borrowing costs but also boosting returns for savers, while strong retail sales indicate consumers continue spending despite inflation, signaling positive momentum heading into the holiday shopping season.
Sep 21, 2026
Weekly insights
Market View: Week of Sep. 11, 2026
Consumer sentiment has trended lower over the past two months as the conflict in the Middle East shows few signs of easing. Energy prices have surged, with oil climbing above $100 per barrel, adding pressure on consumers and contributing to inflation concerns. The combination of higher energy costs and greater uncertainty about future business conditions is weighing on consumers’ economic outlook.
Sep 14, 2026
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