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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.
18 hrs ago
•
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.
20 hrs ago
•
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
6
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
April 2026
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
Synchrony Financial: Favorable Consumer Credit Signals
Synchrony is our favorite bellwether for a micro look at consumer credit quality and spending. The 1Q26 numbers were positive.
Apr 24
•
Glenn Reynolds, CFA
3
Market Commentary: Asset Returns 4-19-26
We look at a wildly favorable event-driven swing this past week that could run into trouble this week as events continue to unfold or unravel.
Apr 20
•
Glenn Reynolds, CFA
3
Industrial Production March 2026: Mixed Picture, Big Questions Ahead
The Industrial Production and Capacity Utilization numbers show a light fade but are steady overall across 1Q26.
Apr 16
•
Glenn Reynolds, CFA
and
Kevin Chun, CFA
1
Existing Home Sales March 2026: New Beginnings or New Ends?
Existing Home Sales stayed in the low end of the cyclical range at below the COVID lows and under 4M.
Apr 15
•
Glenn Reynolds, CFA
Producer Price Index March 2026: Heater or Curve Ball?
Energy and Goods both showed material PPI increases as we wade into blockade uncertainty and more tariff pricing decisions.
Apr 14
•
Glenn Reynolds, CFA
Market Commentary: Asset Returns 4-12-26
The word “volatility” in US-Iran risk seems more like “binary risk” lately as Islamabad failed and a US naval blockade is threatened.
Apr 12
•
Glenn Reynolds, CFA
3
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