Economic Resilience Supports a Patient Fed
Despite inflation remaining above the Fed's target, stronger economic growth and a resilient labor market are giving policymakers room to remain patient on interest rates.
Markets Gain New Tailwinds as Geopolitical Pressures Recede
Markets found new support as geopolitical tensions eased, consumers kept spending, and inflation risks remained in focus.
Energy-Driven Inflation Tests the Global Policy Outlook
Energy-driven inflation is rising, but steady core prices and resilient growth keep policymakers cautiously on hold.
Fundamentals Continued to Drive Markets Higher Despite Uncertainty
Markets climbed in May despite uncertainty, proving that earnings, innovation, and resilience still matter most.
Markets Reach New Highs as Economic Signals Remain Mixed
Equity markets surged back to all-time highs, lifted by strong technology earnings and easing global tensions.
Inflation Data and Consumer Caution Point to a Fed on Hold
The latest economic data suggest steady prices, resilient consumers, and no rush from the Fed.
Steady Labor Market Faces Headwinds from Rising Mortgage Rates and Record-Low Consumer Sentiment
Rising mortgage rates and sinking consumer sentiment signal challenges ahead for the steady U.S. labor market in 2026.
Steady Labor Conditions and Consumer Spending Offset Inflation Concerns
Markets Recovered in April, But Risks Remain
The past several months serve as a reminder of how quickly conditions can shift. Staying focused on long-term goals and maintaining discipline remains critical in achieving financial goals.
Economic Growth and Earnings Continue to Support Markets
Strong earnings, resilient consumers, and stable hiring continued to support markets despite moderating growth.