Insights

Market Commentary | September 14th, 2026

The economic data last week continued to show a U.S. economy that remains resilient, but with inflation pressures moving back into focus ahead of the September Federal Open Market Committee (FOMC) meeting. Treasury yields moved sharply higher over the week, with the 10-year finishing around 4.97%, up from roughly 4.78% the prior Friday, while the 30-year ended near 5.38%, reaching its highest level in nearly two decades.

Market Commentary | September 8th, 2026

The week of August 31 was characterized by continued economic expansion and generally constructive labor market data, while inflation-related indicators remained elevated. The data suggested the U.S. economy continued to grow despite some moderation within selected manufacturing measures.

Market Commentary | August 31st, 2026

This week’s economic data continued to point to an economy that is still expanding, but with inflation remaining above the Federal Reserve’s target and the labor market showing few signs of material deterioration.

Market Commentary | August 24th, 2026

The week’s economic data suggested the economy continues to grow at a moderate pace, while labor market conditions remained resilient and Federal Reserve policymakers maintained a cautious stance on inflation.

Market Commentary | August 3rd, 2026

This week’s economic data continued to offer conflicting signals on growth, inflation, and labor market conditions. While some reports pointed toward moderation, others suggested areas of resilience, leaving the broader economic picture difficult to characterize.

Market Commentary | July 27th, 2026

Economic data released during the week pointed to continued economic expansion, supported by a resilient labor market and improving business activity, though inflationary pressures and housing affordability challenges remained important areas of focus.

Market Commentary | July 13th, 2026

The week of July 6, 2026, was marked by several U.S. economic releases that pointed to continued economic resilience, while also showing pockets of moderation across services activity, housing, and energy inventories.