Five Charts for the Week That Was: May 8, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US GDP, Federal Debt, US Consumer Credit Change, American net wealth, and labor force participation.
April 2026 Monthly Markets Update
Executive Summary: April 2026 Stocks rebounded on ceasefire headlines, with numerous broad indices setting record highs. The rally erased all of March’s losses and was powered by Growth and semiconductor stocks. Bond markets were quiet on the surface but active underneath. Treasury yields moved higher across the yield curve, but high-yield spreads tightened, erasing nearly […]
Markets Climb as Growth Narrative Holds Firm – May 8, 2026
Good morning, So far this week, the narratives driving markets remain firmly in place — growth stock leadership, the go/no-go status of the Strait of Hormuz, and incoming macroeconomic data. Collectively, those forces have continued to support equities, with the S&P 500, Nasdaq Composite, Russell 2000, EAFE, and Emerging Markets indices returning +1.49%, +2.76%, +0.96%, […]