Market Commentary | July 6th, 2026

Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.

Market Commentary | June 22nd, 2026

The week of June 15, 2026, was anchored by a highly anticipated Federal Open Market Committee (FOMC) meeting, the first under newly appointed Fed Chair Kevin Warsh, which prompted a shift in monetary policy expectations.