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August 2026 Market Update

August 2026 Market Update

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions. Retail and housing trends, meanwhile, pointed to a slowing economy and a wary consumer.

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July 2026 Market Update

July 2026 Market Update

July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the labor market held steady even though the Federal Reserve grew more cautious without a rate hike.

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June 2026 Market Update

June 2026 Market Update

Last month, growth held firm, and the labor market held stable even as financial conditions quietly tightened beneath the surface. Equity indices were mixed, and inflation stayed unrelenting. The Federal Reserve became more hawkish under new Chair Kevin Warsh, shifting from its earlier tone.

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