Market Commentary | May 26th, 2026

Overall, the data reinforces a resilient growth environment with pockets of moderation, where strong manufacturing and firm labor conditions offset softer (but still expanding) services activity. Combined with tighter energy markets and a cautious Fed, this keeps inflation risks tilted to the upside, likely sustaining elevated rate expectations, upward pressure on yields, and a selective equity backdrop.

Market Commentary | May 4th, 2026

Economic data released during the week pointed to continued economic expansion, supported by resilient consumer demand and steady business activity, alongside mixed signals on inflation and labor market conditions.