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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
Monthly insights
Show Me The Money: The Age of Mega IPOs
Companies are going public at larger valuations, but that does not guarantee investors will gain proportional exposure right away. Because of nuanced index rules and the limited number of shares initially available for public purchase, investors should not expect significant exposure to new mega IPOs, despite the overall size of the companies.
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
Monthly insights
In Hot Water: El Niño’s Role in Global Markets
There will be a variety of effects from the El Niño weather system that is anticipated to develop later this year, but El Niño weather patterns are not uncommon; they occur roughly every 3-5 years. What makes this year interesting is the magnitude of the expected change in ocean temperatures.
May 11, 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
Monthly insights
Made in America… Again
After being gutted by production and labor offshoring for decades, suffering extreme sector contraction, and lagging the broader economy in recoveries, U.S. manufacturing is now showing early signs of a more durable rebound.
Apr 20, 2026
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