In the Loop – October 9, 2026
The U.S. economy continues to show remarkable resilience despite high interest rates and elevated diesel and energy costs. Real GDP grew at a 2.2% annualized rate in the second qua
In the Loop – October 2, 2026
September lived up to its reputation as a difficult month, but the headline indexes did not tell the whole story. The S&P 500 declined just 0.5%, while the Nasdaq gained 1.9%. The
In the Loop – September 18, 2026
Investors are confronting what may be the tallest “Wall of Worry” in years. WTI crude is hovering near $104, the 10-year Treasury yield is around 5%, and mortgage rates are nea
In the Loop – September 9, 2026
Treasury Secretary Scott Bessent made an unusually bold statement this week when discussing the government's recent intervention in the Japanese yen: “I am the house now.”
In the Loop – September 4, 2026
This weekend marks the unofficial end of summer with a day off on Monday for Labor Day. The transition from summer to fall typically means summer vacations wind down, kids are back
In the Loop – August 7, 2026
Today’s employment report delivered a meaningful downside surprise, with the U.S. economy losing 23,000 jobs in July versus expectations for a gain of roughly 80,000.
In the Loop – July 31, 2026
The current bull market continues to follow a constructive historical pattern, as markets that reach their fourth year have often extended into a fifth.
In the Loop – July 24, 2026
98 S&P 500 companies have reported 2Q results. Reported Sales growth has been +15.3% and Earnings +36.8% – surprising by +3.0% and +10.9% – putting overall Sales growth on pace
In the Loop – July 10, 2026
History continues to provide a constructive backdrop for the second half of the year. Since World War II, the S&P 500 has advanced in the second half 77% of the time after posting
