Tag Archives: Inflation

Economic Update 3-30-2026 Economic data for the week included a slight gain in manufacturing PMI, but a minor decline in services PMI, although both remained in expansionary mode. Construction spending also fell back, as did consumer sentiment. Equities were mixed … Continue reading →

Economic Update 2-2-2026 Economic news for the week included the Fed keeping policy short-term interest rates steady. On the positive side, durable orders rose, as did housing prices to a lesser degree, while consumer confidence fell back sharply and producer … Continue reading →

Economic Update 1-26-2026 On a holiday-shortened week, economic data included an upward revision for 3rd quarter U.S. GDP, gains in personal income and spending, expansionary showings for S&P manufacturing and services, and some improvement in consumer sentiment. Equities were mixed globally, … Continue reading →

Economic Update 1-12-2026 Economic data included improvements in ISM services, mixed results for housing starts and the December employment situation report. On the more lackluster side, ISM manufacturing and JOLTs job openings declined. Equities gained globally last week as the … Continue reading →

Economic Update 1-05-2026 In a light year-end week, economic data included slight gains in home prices, lower jobless claims, and Federal Reserve minutes that again pointed to diverging points of view on the committee. Equities were mixed for the week, … Continue reading →

Economic Update 12-22-2025 Economic data last week included improved consumer inflation readings (albeit tainted due to a missing month), a stronger than expected employment situation report (also colored by the shutdown’s lack of data), and gains in retail sales, existing … Continue reading →

Economic news for the week included another quarter-percent policy interest rate cut by the Federal Reserve, a seasonal rise in jobless claims, and stronger-than-expected job openings data. Equities were mixed globally, with U.S. value and small caps among the strongest. … Continue reading →

Economic Update 12-8-2025 The economic data release schedule has begun to normalize, with last week showing gains in personal income and spending, ISM services, industrial production, and consumer sentiment. These offset the weaker ISM manufacturing and ADP employment reports. Equities … Continue reading →

Economic Update 11-10-2025 Economic data was again limited due to the federal government shutdown, but included improvements in ISM services and ADP employment, while ISM manufacturing and consumer sentiment fell back to varying degrees. Equities were largely down around the … Continue reading →

Economic Update 9-29-2025 Economic data included a revision higher for Q2 U.S. economic growth, as well as strength in durable goods orders and new home sales. Jobless claims have stabilized after a few unusual weeks, including some fraudulent activity. Consumer … Continue reading →