Weekend Update & Market Outlook 8/29/26

Warsh's first Jackson Hole keynote pushed September hike odds from 35% to 58%. But the long end fell while the 2-year spiked its most this century, and the Russell 2000 broke below 3,000.

Weekend Update & Market Outlook 8/23/26

The 30-year Treasury hit its highest yield since 2007 and ended a three-week rally. Fed minutes showed several officials wanted a hike. Walmart beat, raised guidance, and fell 9% anyway.

Weekend Update & Market Outlook 8/16/26

The inflation scare didn't happen — CPI landed on consensus and PPI fell from 5.5% to 4.7%. Then retail sales dropped 0.6% and sentiment hit 51. The risk just rotated from inflation to the consumer.

Weekend Update & Market Outlook 8/9/26

The S&P 500 rallied 3.58% to a record close on a jobs report showing the economy shed 23,000 positions. With the Fed openly weighing a hike, bad news is being bought. Wednesday's July CPI decides September.

Weekend Update & Market Outlook 8/1/26

Weekend Update & Market Outlook 7/26/26

Weekend Update & Market Outlook 7/18/26

Weekend Update & Market Outlook 7/12/26

Weekend Update & Market Outlook 7/5/26

Weekend Update & Market Outlook 6/27/26

Weekend Market Update — June 20, 2026

A strong but narrow week — SPX tagged a fresh high at 7,500 on tech and semiconductor leadership while small caps lagged. Oil collapsed ~13% on a U.S.–Iran framework and the new Warsh-led Fed held rates with a hawkish tilt. Next week: May PCE Friday, Micron and FedEx earnings.

Weekend Market Update — June 14, 2026

Markets whipsawed this week — a mid-week washout on 4.2% CPI and Iran war escalation, followed by a sharp two-session reversal on peace deal hopes. SPX closed +0.65% at 7,431. Next week: FOMC June 16-17, Kevin Warsh's first press conference as Fed Chair.

Weekend Update & Market Outlook 6/6/26

Weekend Update & Market Outlook 5/30/26

Weekend Update & Market Outlook 5/24/26

Weekend Update & Market Outlook 5/17/26

Weekend Update & Market Outlook 5/10/26

Weekend Update & Market Outlook 5/3/26

Weekend Update & Market Outlook 4/26/26

Weekend Update & Market Outlook 4/19/26

Weekend Update & Market Outlook 4/12/26

Weekend Update & Market Outlook 4/5/26

Weekend Update & Market Outlook 3/29/26

Weekend Update & Market Outlook 3/22/26

Weekend Update & Market Outlook 3/15/26

Weekend Update & Market Outlook 3/8/26

Weekend Update & Market Outlook 3/1/26

Weekend Update & Market Outlook 2/22/26

Weekend Update & Market Outlook 2/16/26

Weekend Update & Market Outlook 2/8/26

Weekend Update & Market Outlook 2/1/26

Weekend Update & Market Outlook 1/25/26

Weekend Update & Market Outlook 1/18/26

Weekend Update & Market Outlook 1/11/26

Weekend Update & Market Outlook 1/4/26

Weekend Update & Market Outlook 12/14/25

Weekend Update & Market Outlook 12/6/25

Weekend Update & Market Outlook 11/30/25

Weekend Update & Market Outlook 11/23/25

Weekend Update & Market Outlook 11/7/25

Weekend Update & Market Outlook 11/2/25

Weekend Update & Market Outlook 10/26/25

Weekend Update & Market Outlook 10/19/25

Weekend Update & Market Outlook 10/12/25

Weekend Update & Market Outlook 10/5/25

Weekend Update & Market Outlook 9/28/25

Weekend Update & Market Outlook 9/20/2025

Weekend Update & Market Outlook 9/13/2025

Weekend Update & Market Outlook 9/7/2025

Weekend Update & Market Outlook 8/31/2025

Weekend Update & Market Outlook 8/22/2025

Weekend Update & Market Outlook 8/17/2025

Weekend Update & Market Outlook 8/10/2025

Weekend Update & Market Outlook 8/3/2025

Weekend Update & Market Outlook 7/27/2025

Weekend Update & Market Outlook 7/20/2025

Weekend Update & Market Outlook 7/13/2025

Weekend Update & Market Outlook 7/6/2025

Weekend Update & Market Outlook 6/29/2025

Weekend Update & Market Outlook 6/22/2025

Weekend Update & Market Outlook 6/15/2025

Weekend Update & Market Outlook 6/8/2025

Weekend Update & Market Outlook 6/1/2025

Weekend Update & Market Outlook 5/23/2025

Weekend Update & Market Outlook 5/18/2025

Weekend Update & Market Outlook 5/11/2025

Weekend Update & Market Outlook 5/4/2025

Weekend Update & Market Outlook 4/27/2025

Weekend Update & Market Outlook 4/20/2025

Weekend Update & Market Outlook 4/13/2025

Weekend Update & Market Outlook 4/6/2025

Weekend Update & Market Outlook 3/30/2025

Weekend Update & Market Outlook 3/23/2026

Weekend Update & Market Outlook 3/16/2026

Weekend Update & Market Outlook 3/9/2026

Weekend Update & Market Outlook 3/2/2025

Weekend Update & Market Outlook 2/23/25

Weekend Update & Market Outlook 2/17/25

Weekend Update & Market Outlook 2/9/25

Weekend Update & Market Outlook 2/2/25

Weekend Update & Market Outlook 1/26/25

Weekend Update & Market Outlook 1/19/25

Weekend Update & Market Outlook 1/12/25

Weekend Update & Market Outlook 1/5/25

Weekend Update & Market Outlook 12/29/24

Weekend Update & Market Outlook 12/22/24

Weekend Update & Market Outlook 12/15/24

Weekend Update & Market Outlook 12/7/24

Weekend Update & Market Outlook 12/1/24

Weekend Update & Market Outlook 11/24/24

Weekend Update & Market Outlook 11/17/24

Weekend Update & Market Outlook 11/10/24

Weekend Update & Market Outlook 11/3/24

Weekend Update & Market Outlook 10/27/24

Weekend Update & Market Outlook 10/20/24

Weekend Update & Market Outlook 10/13/24

Weekend Update & Market Outlook 10/6/24

Weekend Update & Market Outlook 9/29/24

Weekend Update & Market Outlook 9/22/24

Weekend Update & Market Outlook 9/15/24