About Clayton Bradshaw

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So far Clayton Bradshaw has created 691 blog entries.

The Fed’s First Rate Hike Since 2023 and a 5% 10-Year Yield

The Federal Reserve raised the target range for the federal [...]

By |2026-09-21T22:49:28+00:00September 21st, 2026|Articles, Market Commentary, Weekly Update|Comments Off on The Fed’s First Rate Hike Since 2023 and a 5% 10-Year Yield

Record Earnings, Bearish Investors: What This Week’s Data Shows

The second quarter delivered the strongest S&P 500 earnings growth [...]

By |2026-09-14T22:49:56+00:00September 14th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Record Earnings, Bearish Investors: What This Week’s Data Shows

The August Jobs Report, Manufacturing Data, and Where the Fed Stands

The August jobs report showed 162,000 new jobs, nearly triple [...]

By |2026-09-08T18:35:41+00:00September 8th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on The August Jobs Report, Manufacturing Data, and Where the Fed Stands

Treasury Bond Buybacks, a 2.9% Growth Estimate, and the Housing Market’s Reversal

Each week I pull together the economic and market data [...]

By |2026-08-31T18:13:38+00:00August 31st, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Treasury Bond Buybacks, a 2.9% Growth Estimate, and the Housing Market’s Reversal

July Payrolls Contract While Earnings Beats Reach Record Breadth

July's economic data told a split story. Nonfarm payrolls unexpectedly [...]

By |2026-08-17T21:37:49+00:00August 17th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on July Payrolls Contract While Earnings Beats Reach Record Breadth

Record Earnings Beats, a Data Center Map, and an AI Version of the Fed

This week's numbers pull in different directions, and that is [...]

By |2026-08-10T23:21:05+00:00August 10th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Record Earnings Beats, a Data Center Map, and an AI Version of the Fed
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