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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
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