As We Approach The Open... 3/16/26Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

The Week Ahead - 3/15/26 A comprehensive look at the upcoming week for US economics, equities and fixed income (including earnings, the Fed, valuations, positioning, breadth, sentiment, and seasonality) neilsethi.substack.com/p/the-week-a...

Markets Update - 3/13/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

University of Michigan Survey of Consumers - March (P) Sentiment rose through start of Iran conflict, fell thereafter led by consumer expectations. No increase in overall inflation expectations despite higher gasoline price estimates. neilsethi.substack.com/p/university...

As We Approach The Open... 3/13/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 3/12/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 3/12/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 3/11/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

CPI - Feb 2026 Headline and core come in as expected with core y/y the least since March 2021 neilsethi.substack.com/p/cpi-feb-2026

As We Approach The Open... 3/11/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr... As we approach the open in NY, equities are seeing modest declines again pre-market...

Markets Update - 3/10/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

Existing Home Sales - Feb 2026 Existing home sales get a modest bounce in Feb following weather-impacted Jan drop but remain sluggish despite affordability hitting highest since 2022 with growing inventories. neilsethi.substack.com/p/existing-h...

As We Approach The Open... 3/10/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 3/9/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 3/9/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

The Week Ahead - 3/8/26 A comprehensive look at the upcoming week for US economics, equities and fixed income neilsethi.substack.com/p/the-week-a...

Markets Update - 3/6/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

More detailed look at the Employment Situation report for Feb: Employment Situation (NFP) - Feb 2026 After Jan's "blowout" NFP, Feb sees second-largest decline since Dec 2020 and unemployment rate edges up a tenth as income growth slows neilsethi.substack.com/p/employment...

Retail Sales - Jan 2026 Sales come in around expectations depressed by Winter Storm Fern but core control group in positive territory boosted by online neilsethi.substack.com/p/retail-sal...

Markets Update - 3/5/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

Challenger Job Cuts/Hires - Feb 2026 Job cuts slow sharply in Feb with lowest YTD total since 2022 (but 5th highest since 2009). Hiring plans tick higher but YTD least in over a decade. neilsethi.substack.com/p/challenger...

Productivity - 4Q 2025 Productivity decelerates but remains solid coming in above expectations while unit labor costs are also above expectations on very strong compensation growth neilsethi.substack.com/p/productivi...

Jobless Claims - 3/5/26 Initial claims little changed remaining near 50-year lows while continuing claims see biggest increase of the year but remain down y/y neilsethi.substack.com/p/jobless-cl...

Markets Update - 3/4/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

Fed Beige Book - March 2026 Meeting Fed summary of national economic conditions broadly similar to January but evidencing some marginal slowing outside of manufacturing neilsethi.substack.com/p/fed-beige-...

US S&P Global Services PMI - Feb 2026 (F) Feb S&P US services PMI confirms a 37th mth of expansion but unlike ISM decelerates to a 10-month low neilsethi.substack.com/p/us-s-and-p...

ISM Services PMI - Feb 2026 Feb ISM services PMI pushes to highest since July '22 with every component expanding for the first time since March 2021. neilsethi.substack.com/p/ism-servic...

More details: ADP Employment Report - Feb 2026 ADP reports job growth of +63k in Feb, best since July, led by small biz with job-switcher premium falling to record low neilsethi.substack.com/p/adp-employ...

As We Approach The Open... 3/4/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 3/3/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 3/3/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/publish/post...

Markets Update - 3/2/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

ISM US Manufacturing - Feb 2026 Headline index falls back from the best reading since 2022 in Jan on deceleration in new orders and production but remains in expansion as prices jump to the highest since then as well neilsethi.substack.com/p/ism-us-man...

S&P Final Feb Manufacturing PMI Remains in expansion but decelerates to 51.6, a 7-month low, as new orders and employment stall neilsethi.substack.com/p/s-and-p-fi...

As We Approach The Open... 3/2/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

The Week Ahead - 3/1/26 A comprehensive look at the upcoming week for US economics, equities and fixed income neilsethi.substack.com/p/the-week-a...

Markets Update - 2/27/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 2/27/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 2/26/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 2/26/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Jobless Claims - 2/26/26 Initial claims edge higher but remain near 50-year lows while continuing claims drop back towards 2-year lows neilsethi.substack.com/p/jobless-cl...

Markets Update - 2/25/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 2/25/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 2/24/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

Conference Board Consumer Confidence - Feb 2026 Consumer confidence improves from the least since April on better expectations while present conditions continue to fall neilsethi.substack.com/p/conference...

As We Approach The Open... 2/24/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

Markets Update - 2/23/26 Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...

As We Approach The Open... 2/23/26 Quick roundup of markets ahead of the cash opening of US equities neilsethi.substack.com/p/as-we-appr...

The Week Ahead - 2/22/26 A comprehensive look at the upcoming week for US economics, equities and fixed income neilsethi.substack.com/p/the-week-a...

Markets Update - 2/20/26 Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts! neilsethi.substack.com/p/markets-up...