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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
Podcast
Weekly Market Impact: May 4
This week Phil has special guest Raphael Lewis, Head of Specialty Research at BNY Investments for a look at stock research from a journalistic point of view.
May 04, 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
Podcast
Weekly Market Impact: April 27
Why is the S&P 500 hovering near all‑time highs, and why aren’t rising oil prices weighing more heavily on the market? Phil has the answers and plenty more, in this week’s episode.
Apr 27, 2026
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