Weekly Market Commentary

Market Commentary | March 9th, 2026

Last week delivered many important macroeconomic releases, giving investors insight into an evolving U.S. economic landscape. In addition, the conflict in Iran has escalated dramatically, adding significant economic concerns.

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Market Commentary | February 23rd, 2026

Last week’s data provided investors with a clearer sense of an economy that is still progressing but slowing at the margins, with steady activity in some areas and renewed caution in others.

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Market Commentary | February 9th, 2026

This week’s data offered a mix of momentum and moderation. Manufacturing activity improved, but labor indicators softened, and price pressures — especially in services — remained elevated.

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Market Commentary | February 2nd, 2026

Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that underscored a steady policy stance amid ongoing economic uncertainty.

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Market Commentary | January 12th, 2026

Economic indicators over the recent period delivered a mixed but informative set of signals. The ISM Manufacturing Purchasing Managers’ Index (PMI) came in slightly worse than expected at 47.9% versus 48.3% expected, marking the tenth straight month of contraction and the lowest reading of 2025.

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Market Commentary | January 5th, 2026

Economic indicators over the recent period provide a nuanced view of U.S. conditions as the year closed. Crude oil inventories showed mixed results at the end of the year, with a small increase followed by a decline. However, product stockpiles — like gasoline and distillates — rose sharply, reinforcing the view that supply remains ample.

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