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Weekly insights
Market View: Week of Sep. 4, 2026
Economic growth remains on solid footing, while the labor market looks considerably stronger than the earlier reports suggested. The latest data points to a reacceleration in hiring and suggests the recent weakness was more of a soft patch than the beginning of a meaningful deterioration.
Sep 08, 2026
Weekly insights
Market View: Week of Aug. 28, 2026
The U.S. economy grew modestly in Q2 (1.5%), but a sharp 9.1% surge in corporate profits and stronger-than-expected income growth signaled business strength, while wage gains barely kept pace with inflation and investors increased expectations of another interest rate hike.
Aug 31, 2026
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
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