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Five Charts for the Week that Was: October 2, 2026

Five Charts for the Week that Was: October 2, 2026

While the US economy has evidenced persistent, impressive resilience in the face of numerous challenges—second–quarter growth was recently revised upward, and third-quarter growth is estimated to be well above 2.5%
Five Charts for the Week that Was: September 18, 2026

Five Charts for the Week that Was: September 18, 2026

Yields on US 10-Year Treasuries – “the world’s most important asset,” according to Fed Chairman Kevin Warsh—continue to rise.  Multiple factors are in play. Expectations for higher inflation and further
FOMC Commentary – A Hawk Spreads His Wings

FOMC Commentary – A Hawk Spreads His Wings

The best way to understand the decision of the Federal Open Market Committee (FOMC) of the Federal Reserve to increase the target interest rate by one-quarter of one percent is
Five Charts for the Week that Was: August 7, 2026

Five Charts for the Week that Was: August 7, 2026

On Friday morning (August 7), the Bureau of Labor Statistics announced that net new job creation declined in July by 23,000 jobs.  The Bureau also announced downward revisions to the
FOMC Commentary – July 29, 2026

FOMC Commentary – July 29, 2026

he Federal Open Market Committee (FOMC) elected to hold the target interest rate (Fed Funds rate) range at 3.25%-3.75%. This action was only a surprise to market traders who chose
Five Charts for the Week That Was: June 26, 2026

Five Charts for the Week That Was: June 26, 2026

On Tuesday, June 23, the US Congress passed the 21st Century ROAD (“Renewing Opportunity in the American Dream”) to Housing Act, a piece of legislation focused on increasing the supply
FOMC Commentary – June 17, 2026

FOMC Commentary – June 17, 2026

Well, that didn’t take long. The new Fed Chairman, Kevin Warsh, put his immediate mark on Federal Reserve communications following this most recent FOMC (Federal Open Market Committee) meeting. In a
Five Charts for the Week That Was: June 5, 2026

Five Charts for the Week That Was: June 5, 2026

US Nonfarm Payrolls rose by an impressive 172,000 in May. Also notable was the sharp upward revision in March employment by 29,000 jobs and April employment by 64,000 jobs (placing April