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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
Chart of the Month
Volatility in September is Normal
The good news for investors is that the fourth quarter tends to be the best quarter for the S&P 500 Index, so volatility in September should serve as a reminder to stay invested and focus on long-term growth, not short-term market movements.
Sep 08, 2026
Weekly insights
Market View: Week of Sep. 4, 2026
Economic growth remains on solid footing, while the labor market looks considerably stronger than the earlier reports suggested. The latest data points to a reacceleration in hiring and suggests the recent weakness was more of a soft patch than the beginning of a meaningful deterioration.
Sep 08, 2026
Weekly insights
Market View: Week of Aug. 28, 2026
The U.S. economy grew modestly in Q2 (1.5%), but a sharp 9.1% surge in corporate profits and stronger-than-expected income growth signaled business strength, while wage gains barely kept pace with inflation and investors increased expectations of another interest rate hike.
Aug 31, 2026
Chart of the Month
Young Adults in the Job Market
The current hiring environment disproportionately affects younger workers, who often depend on job openings to gain experience and establish their careers.
Aug 24, 2026
Weekly insights
Market View: Week of Aug. 21, 2026
Market participants are beginning to view the size of the U.S. debt with more scrutiny, as interest rates remain higher for longer, making it more expensive to finance debt.
Aug 24, 2026
Weekly insights
Market View: Week of Aug. 14, 2026
Cooling inflation and softer consumer spending have reduced the likelihood of a September Fed rate hike, and continued inflation progress could lead to lower short-term interest rates despite markets still expecting one additional hike by year-end.
Aug 17, 2026
Weekly insights
Market View: Week of Aug. 07, 2026
This week's economic data suggests the labor market may be starting to show signs of softening, which could influence the Federal Reserve's (Fed’s) outlook and reduce the likelihood of additional rate hikes in the current environment. The U.S. manufacturing sector continues to show resilience in 2026, supported by ongoing AI-related investment, increased nearshoring activity, and the benefits of the One Big Beautiful Bill Act (OBBBA).
Aug 10, 2026
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
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