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The Morning View: August 7, 2026
https://vimeo.com/1216432070 In this morning’s data, the economy lost -23,000 jobs in July, less than the increase that was expected. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively strong, while the Leisure and...
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The Morning View: June 16, 2026
https://vimeo.com/1201835154 In this morning’s data, Housing Starts were just 1,177,000 in May, much less than expected and a -15.4% decrease from the previous month’s revised figure. In addition, Building Permits were 1,413,000 in May, slightly less than expected,...
The Morning View: June 10, 2026
https://vimeo.com/1200125914 In this morning’s data, the Consumer Price Index (CPI) increased 0.5% in May, as expected. On an annual basis, it grew 4.2%, also as expected and markedly higher than the previous month’s annual increase. The core rate, which excludes...
Market Update- June 2026
Summary •The spring rally continued. The S&P 500 returned 5.3% in May and closed the month at a record high, extending April’s surge and marking one of the strongest two-month stretches in years. •Technology stocks led for a second consecutive month. •Oil prices...
The Morning View: June 5, 2026
https://vimeo.com/1198804944 In this morning’s data, the economy added 172,000 jobs in May, much higher than expected, and the previous month was also revised higher. Reviewing the individual categories, the Leisure and Hospitality industry, the Health Care and...
Retirement Times June 2026
June 2026 This month's Retirement Times discusses the following: Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options Retirement Expectations vs. Reality: What Workers May be Getting Wrong New Retirement Plan Guidance for Faith-based...
Market Perspectives-May 2026
MARKETS ARE PRICING RESOLUTION Markets reached record highs during May as investors increasingly discounted a tentative ceasefire between the United States and Iran, helping propel the Nasdaq 100 up more than 20%, the Russell 2000 up nearly 18%, and the S&P 500 up...
The Morning View: May 12, 2026
https://vimeo.com/1191557163 Announced this morning, the Consumer Price Index (CPI) increased 0.6% in April, as expected. On an annual basis, it grew 3.8%, slightly higher than expected and considerably higher than the previous month’s increase. The core rate, which...
Market Update- May 2026
Executive Summary Risk assets staged a sharp rebound in April. The S&P 500 climbed 10.5% in the month and went on to set a fresh all-time high in early May. It was the best monthly return since November 2020, and leadership rotated back toward mega-cap technology...
The Morning View: May 8, 2026
https://vimeo.com/1190533382 Announced this morning, the economy added 115,000 in April, more than expected and the previous month was revised higher. Reviewing the individual categories, the Retail Trade industry, the Wholesale Trade industry, and the Health Care...