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Producer Price Index April 2026: Heat Rising on Cost Inputs
PPI for April has not rattled the bond and equity markets much despite some “worst since” headlines citing the dreaded 2022 comp.
15 hrs ago
•
Glenn Reynolds, CFA
2
CPI April 2026: 4.1% All Items Less Shelter, 30Y UST 5%
The CPI report confirms some ugly numbers with headline CPI up to 3.8% and slamming real wage growth.
May 12
•
Glenn Reynolds, CFA
2
Market Commentary: Asset Returns 5-10-26
We look at asset returns as semiconductor equities start to strain the adjective supply.
May 10
•
Glenn Reynolds, CFA
1
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2024 Must be a Year when Facts Matter: The Significance of Jan 6
Jan 6, 2024
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Glenn Reynolds, CFA
9
2
Martin Luther King Jr.—MLK was a Fact, Not a Theory
Jan 15, 2024
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Glenn Reynolds, CFA
9
2
Boeing: Different Scales, Different Magnitude
Jan 10, 2024
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Glenn Reynolds, CFA
9
Delta: Airline Investors have a Confidence Problem
Jan 18, 2024
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Glenn Reynolds, CFA
9
Credit Cycles: Historical Lightning Round
Apr 8, 2024
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Glenn Reynolds, CFA
8
Boeing: Peer Group Performance and Pension Details
Feb 14, 2024
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Glenn Reynolds, CFA
5
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Employment Situation: April 2026
We look at April payrolls, which exceeded expectations, but the quality mix was subpar. Unemployment rate held at 4.3%.
May 9
•
Glenn Reynolds, CFA
4
New Home Sales March 2026: Favorable Volume, Weaker Prices
The Census is catching up on data since the shutdown with Feb numbers included in the March 2026 new home sales release.
May 6
•
Glenn Reynolds, CFA
3
JOLTS March 2026: Openings Down, Hires Up, Layoffs/Discharges Up
The JOLTS action was mixed, but the rise in Hires is the important news with more current payroll data teed up for this week.
May 5
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Glenn Reynolds, CFA
5
Market Commentary: Asset Returns 5-4-26
We update running asset returns as April more than offsets March damage. Meanwhile, “Tech vs. “Iran” risk factors swirl.
May 4
•
Glenn Reynolds, CFA
4
PCE Inflation, Income & Outlays March 2026: Inflation Anxiety Level?
AI, semiconductors, Iran and oil win the headlines, but inflation is cutting into real fed funds and real wages.
May 3
•
Glenn Reynolds, CFA
7
1
1Q26 GDP Advance Estimate: Consumer Fade, Investment Boom
The moving parts of 1Q26 show weakness in PCE growth but a spike in Equipment and IP Products.
May 1
•
Glenn Reynolds, CFA
Market Commentary: Asset Returns 4-26-26
Other than the risk of hot wars, cold wars, trade wars, and domestic election violence there is little to worry about.
Apr 26
•
Glenn Reynolds, CFA
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Macro4Micro
Macro4Micro offers free market research. Our background in capital markets and credit risk offers asset risk perspectives for both bonds and equities.
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