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Employment May 2026: Big Rebound, Low Multiplier Bias
Payrolls crush forecasts on Health Care and Social Assistance, Leisure and Hospitality, and Local Government totaling 172K.
Jun 5
•
Glenn Reynolds, CFA
1
The Fall of CBS
Control of the media has not fared well across history.
Jun 3
•
Glenn Reynolds, CFA
1
JOLTS April 2026: A Modestly Positive Turn
Openings up, hires down, layoffs down, but the openings number was the headline at over 10% higher.
Jun 3
•
Glenn Reynolds, CFA
1
Retail Signal Read Part Deux 6-1-26
Another retail earnings wave shows a mix of good and bad performance in the consumer story.
Jun 1
•
Glenn Reynolds, CFA
2
May 2026
Market Commentary: Asset Returns 5-31-26
Tech has generated multi-decade, eye-opening returns with critical Iran decisions lurking and the odds not in Trump’s favor.
May 31
•
Glenn Reynolds, CFA
4
New Home Sales April 2026: Slow Start to Spring
Lower volumes, higher prices, higher inventory, a fade in the South.
May 29
•
Glenn Reynolds, CFA
3
PCE Inflation: Income and Outlays April 2026
Negative trends with no remote hint of easing potential.
May 28
•
Glenn Reynolds, CFA
2
GDP 1Q26 Second Estimate: Shrunk in the Dryer
A downward revision in GDP leaves the PCE line as the weak link in the GDP growth story with Fixed Investment soaring.
May 28
•
Glenn Reynolds, CFA
1
Market Commentary: Asset Returns 5-26-26
A mixed week for the UST curve came with a solid performance in equities as oil takes another dive (for now).
May 26
•
Glenn Reynolds, CFA
2
1
Retail Equity Comps: Looking for Signals
With retail earnings underway and more to come this week, retail equity performance has been constructive on balance.
May 26
•
Glenn Reynolds, CFA
Memorial Day: Remembering the Fallen
Respect their memories and what they stood for.
May 25
•
Glenn Reynolds, CFA
1
Housing Starts April 2026: Soft Starts in Single Family
April total housing starts down MoM and up YoY, completions up MoM and down YoY, permits up MoM and down YoY.
May 22
•
Glenn Reynolds, CFA
1
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