Market Commentary | April 20th, 2026
This week’s macro releases pointed to a still-resilient economy with pockets of persistent inflation, particularly at the producer level, alongside continued softness in housing activity.
Market Commentary | March 13th, 2026
Economic releases over the week reinforced the narrative of moderating growth amid persistent inflation pressures. In addition, the services sector showed continued cooling.
Market Commentary | April 6th, 2026
Economic data released last week reflected continued moderation across several areas of the U.S. economy, alongside persistent inflation pressures in select sectors.
Market Commentary | March 30th, 2026
It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy.
Market Commentary | March 23rd, 2026
The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update.
Market Commentary | March 16th, 2026
Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement, inflation measures and revised growth figures reinforced a cautious macro backdrop.