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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).
21 hrs ago
•
Glenn Reynolds, CFA
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
D.R. Horton: Financial Powerhouse Despite Cyclical Softening 5-20-26
As the #1 US homebuilder by units, D.R. Horton numbers offer a good gut check on a weak housing cycle.
May 20
•
Glenn Reynolds, CFA
5
Market Commentary: Asset Returns 5-18-26
Inflation setbacks and a rising UST curve hit duration while equity markets wrestle with pricing potential Iran fallout.
May 18
•
Glenn Reynolds, CFA
6
Taiwan: Stakes are High, US Awareness is Low
The stakes around Taiwan policy and peace with China will only grow in the coming months and years.
May 17
•
Glenn Reynolds, CFA
1
1
Industrial Production April 2026: Bringing a Lift
April industrial production numbers finally bring some walk with the talk, but that still does not say “ease.”
May 15
•
Glenn Reynolds, CFA
2
Existing Home Sales April 2026: Steady or Clinging?
April existing home sales were unexciting with volume sideways, inventory rising, and median prices up YoY to $417.7K.
May 14
•
Glenn Reynolds, CFA
1
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.
May 13
•
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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