Weekly insights

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

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

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