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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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