Investment notes
A weekly market notebook: macro signals, important dates, and a calm framework for watching what changes next.
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Weekly market watch
The market barely moved on the week, but the message was not quiet: a stronger-than-expected jobs report, sticky factory prices, and a September inflation calendar leave the Fed with less room to ease.
September 4, 2026
Read the analysisStocks finished modestly higher, but the week made the market's new test clear: earnings and growth must now share the stage with stubborn inflation, a firmer Fed message, and a bond market that is not offering much forgiveness.
August 28, 2026
Read the analysisA Friday rebound could not erase a difficult week: rising yields and oil prices pushed investors to question the cost of staying optimistic, even as August business activity surprised to the upside.
August 21, 2026
Read the analysisMicrosoft and Amazon proved AI spending can turn into real cloud revenue, while Apple and Meta showed the other side of the ledger — in a week when the Fed split three ways and yields hit their highest since early 2025.
July 31, 2026
Read the analysisOil relief and in-line PCE inflation helped the broader market, but a hard week for AI leaders exposed how much of the index story still depends on a narrow trade.
June 26, 2026
Read the analysisStocks climbed in a holiday-shortened week as oil cooled and technology led, but the Fed's message kept one hard question alive: what if the next move is still higher?
June 19, 2026
Read the analysisA hot May jobs report, a jump in yields, and a crowded AI trade turned Friday into the market's roughest day since October.
June 5, 2026
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