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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.
Market Commentary | January 26th, 2026
Economic data released this week continued to show a U.S. economy growing at a steady, though gradually moderating, pace.
Market Commentary | January 20th, 2026
Markets spent the week sifting through economic data still distorted by the lingering effects of last year’s federal shutdown.
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.