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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
Weekly insights
Market View: Week of Mar. 20, 2026
Inflation came in hotter than expected. Near-term interest rate cuts appear unlikely. Labor market data continues to indicate limited movement in both hiring and layoffs.
Mar 23, 2026
Weekly insights
Market View: Week of Mar. 13, 2026
Most of this week’s economic data reflects conditions prior to the escalation in the Middle East, meaning the clearest early signals of geopolitical impact are likely to appear first in inflation and consumer sentiment.
Mar 17, 2026
Weekly insights
Market View: Week of Mar. 06, 2026
While probably not yet indicative of a manufacturing revival, back-to-back months of growth for the ISM Manufacturing index mark a solidly positive development for an industry that has faced significant headwinds.
Mar 09, 2026
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