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Podcast
Weekly Market Impact: August 10
Blowout earnings have helped push markets higher. Listen in for the latest on earnings, the ISM report, and highlights from Phil’s family vacation.
Aug 10, 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
Podcast
Weekly Market Impact: August 3
This week, Phil welcomes special guest Peyton Studebaker, Senior Vice President and Portfolio Manager, at Davidson Investment Advisors for a discussion on why bonds are sexy!
Aug 03, 2026
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
Podcast
Weekly Market Impact: July 27
Get ready for big data and big headlines this week as Phil discusses the latest in AI and much more.
Jul 27, 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
Special Edition
Special Edition Market Update Video: July 23
Phil Blancato gives a special update on the market.
Jul 27, 2026
Podcast
Weekly Market Impact: July 20
This week, Phil takes a closer look at the earnings cycle, explains why market volatility shouldn’t spark panic, and weighs in on the World Cup.
Jul 20, 2026
Chart of the Month
The Generational Wealth Gap Has Never Been Larger
The economic importance of older generations has increased, as strong balance sheets and the wealth effect from rising stock markets and home prices continue to support spending. The expected acceleration of the great wealth transfer may gradually rebalance wealth ownership.
Jul 20, 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
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