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

Earnings Growth Without Tech Hits Multiyear Highs, Plus June Inflation Data and Q2 GDP Tracking

This week's roundup covers the data behind the headlines. The [...]

By |2026-07-20T21:55:27+00:00July 20th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on Earnings Growth Without Tech Hits Multiyear Highs, Plus June Inflation Data and Q2 GDP Tracking

The US Economy This Week: Growth, Markets, and a New Direction at the Fed

The US economy is running through its sixth-longest expansion on [...]

By |2026-07-13T23:55:43+00:00July 13th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on The US Economy This Week: Growth, Markets, and a New Direction at the Fed

GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance

This week's data pulled in several directions at once. The [...]

By |2026-07-06T23:10:24+00:00July 6th, 2026|Articles, Market Commentary, Weekly Update|Comments Off on GDPNow Cut in Half, Strong Equity Flows, and a Fed Holding Its Guidance

The Consumer Sentiment Disconnect: Three Stories Behind One Number

Consumer sentiment surveys have dropped to levels that historically showed [...]

By |2026-06-22T23:10:51+00:00June 22nd, 2026|Articles, Market Commentary, Weekly Update|Comments Off on The Consumer Sentiment Disconnect: Three Stories Behind One Number
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