October 16th, 2026
The September inflation report came out this week and showed that the annual inflation rate rose from 3.4% to 3.7% last month. A 9.1% surge in gasoline prices accounted for more than half of the increase in the CPI over…
October 9th, 2026
The St. Louis Fed publishes a website with lots of good economic data called FRED, which unimaginatively stands for Federal Reserve Economic Data and it’s available under the Research tab on their home page – https://www.stlouisfed.org/ Also on their home…
October 2nd, 2026
October is here as we say goodbye to summer and hello fall. Volatile energy prices and soaring bond yields took their toll on markets in September, giving us the 3rd negative month this year for stocks. March, July, and September…
September 28th, 2026
We’ve seen a meaningful divergence on display in the stock market this month as the global bond selloff has pushed yields sharply higher. In the past couple of weeks, we’ve discussed the drivers behind rising bond yields, and now they’re…
September 18th, 2026
Oil and interest rates were the primary factors moving markets this week. Oil remains above $100 per barrel this morning and has risen almost 20% in the past month. https://tradingeconomics.com/commodity/crude-oil Adding to the impacts of higher current oil prices is…
September 11th, 2026
Escalating hostilities in the Middle East drove oil prices to $104 per barrel this week before settling back to $99 this morning, over 11% higher than a week ago. https://tradingeconomics.com/commodity/crude-oil This was the primary factor moving markets this week as…
September 4th, 2026
Stocks continued their climb higher in August after a summer pause in June and July. Source: Yahoo Finance This morning we received the August jobs report showing that 162,000 jobs were created last month, many more than expected (forecast was…
August 28th, 2026
There are a couple of publications that come out every year that we look forward to reading. The first is a survey of market forecasts from major investment firms. We know these forecasts, known as capital market assumptions (CMAs), are…
August 21st, 2026
The US national debt, bond yields, and the bond market were hot topics for investors this week. First of all, the US national debt crossed the $40 trillion mark this week. It took 9 years to go from $10T to…
August 7th, 2026
The July jobs report released this morning came as a shock to the markets as the US economy unexpectedly lost 23,000 jobs versus an expected 83,000 job gain. According to the Bureau of Labor Statistics (BLS), the greatest job “losses”…
