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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
Weekly insights
Market View: Week of Jul. 17, 2026
Cooling inflation, resilient retail sales, and improving consumer sentiment suggest the economy continues to grow, while lower inflation is helping restore consumers' purchasing power.
Jul 20, 2026
Weekly insights
Market View: Week of Jul. 10, 2026
Markets remain focused on inflation, energy prices, and geopolitical developments as key determinants of Fed policy, while a resilient labor market and strong services sector continue to support consumer spending and overall economic growth.
Jul 13, 2026
Weekly insights
Market View: Week of Jul. 3, 2026
The likelihood of an interest rate cut remains low. While the labor market continues to show resilience, inflation remains elevated enough to keep the Federal Reserve (Fed) on hold. Wage growth continues to lag inflation for many households, particularly lower- and middle-income earners, reinforcing concerns about a divergence in the economy.
Jul 06, 2026
Weekly insights
Market View: Week of Jun. 19, 2026
The possibility of a rate cut before the end of the year has all but evaporated, and according to futures markets, a rate hike may now actually be on the table, but most market participants expect the central bank to remain cautious on rate policy for the time being.
Jun 22, 2026
Weekly insights
Market View: Week of Jun. 12, 2026
The Iran truce reduced one of the biggest near-term risks, but it is still more of a pause than a durable resolution, so investors are likely to keep a geopolitical premium in place until the situation proves stable. CPI and PPI were firm enough to keep inflation front and center, which means the Federal Reserve (Fed) has less room for interest rate cuts. SpaceX's debut was well absorbed, supporting risk appetite without changing the broader macro story.
Jun 15, 2026
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