113-Month Streak of Job Gains Broken

Recent Posts

• Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | Weekly Market Commentary | February 2, 2026
• The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
• Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
• Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
• Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026