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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
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
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