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Monthly insights
Made in America… Again
After being gutted by production and labor offshoring for decades, suffering extreme sector contraction, and lagging the broader economy in recoveries, U.S. manufacturing is now showing early signs of a more durable rebound.
Apr 20, 2026
Chart of the Month
U.S. Manufacturing: Investment Renaissance
The ISM Manufacturing Index is a monthly survey that gauges how manufacturers view their sector. In March, it expanded for the third consecutive month, indicating that U.S. industrial activity is beginning to accelerate after a years-long slowdown.
Apr 13, 2026
Podcast
Weekly Market Impact: April 13
This week, Phil has special guest Dan Alamariu, Chief Geopolitical Strategist from Alpin Macro, to discuss the Iran conflict and its economic impact.
Apr 13, 2026
Weekly insights
Market View: Week of Apr. 10, 2026
Energy prices from the Iran conflict are pushing up headline inflation, but core inflation and economic activity remain resilient. The Fed is likely to look past the shock, though rate cuts may come later than expected.
Apr 13, 2026
Quarterly insights
Q1 2026: Market View Quarterly
Despite geopolitical uncertainty in early 2026, strong earnings, positive global growth, and intact long-term inflation and rate trends support a constructive market outlook. Diversified portfolios have outperformed, reinforcing the value of staying invested amid volatility.
Apr 08, 2026
Podcast
Weekly Market Impact: April 6
This week, Phil wraps up the first quarter with a look at some surprising performances across different markets and an update on the latest labor data and manufacturing success.
Apr 06, 2026
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
Podcast
Weekly Market Impact: March 30
This week, Phil welcomes special guest Mark Eibel from Russell Investments to discuss the state of the U.S. economy, the impact of the middle east conflict, and current investment opportunities.
Mar 30, 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
Podcast
Weekly Market Impact: March 23
This week, Phil discusses the latest inflation data, the conflict with Iran, and ongoing concerns about the economic outlook.
Mar 23, 2026
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