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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...
about 12 hours ago
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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...
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As We Approach The Open... 3/16/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-31626
26 minutes ago
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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...
about 12 hours ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-31326
3 days ago
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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...
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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.
https://neilsethi.substack.com/p/university-of-michigan-survey-of-bbb
3 days ago
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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...
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As We Approach The Open... 3/13/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-31326
3 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-31226
4 days ago
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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...
4 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-31126
5 days ago
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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
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CPI - Feb 2026
Headline and core come in as expected with core y/y the least since March 2021
https://neilsethi.substack.com/p/cpi-feb-2026
5 days ago
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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...
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As We Approach The Open... 3/11/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-31126
5 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-31026
6 days ago
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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...
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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.
https://neilsethi.substack.com/p/existing-home-sales-feb-2026
6 days ago
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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...
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As We Approach The Open... 3/10/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-31026
6 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-3926
7 days ago
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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...
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As We Approach The Open... 3/9/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-3926
7 days ago
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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...
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The Week Ahead - 3/8/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
https://neilsethi.substack.com/p/the-week-ahead-3826
8 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-3626
10 days ago
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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...
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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
https://neilsethi.substack.com/p/employment-situation-nfp-feb-2026
10 days ago
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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...
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Retail Sales - Jan 2026
Sales come in around expectations depressed by Winter Storm Fern but core control group in positive territory boosted by online
https://neilsethi.substack.com/p/retail-sales-jan-2026
10 days ago
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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...
11 days ago
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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...
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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.
https://neilsethi.substack.com/p/challenger-job-cutshires-feb-2026
11 days ago
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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...
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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
https://neilsethi.substack.com/p/productivity-4q-2025
11 days ago
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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...
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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
https://neilsethi.substack.com/p/jobless-claims-3526
11 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-3426
12 days ago
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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-...
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Fed Beige Book - March 2026 Meeting
Fed summary of national economic conditions broadly similar to January but evidencing some marginal slowing outside of manufacturing
https://neilsethi.substack.com/p/fed-beige-book-march-2026-meeting
12 days ago
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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...
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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
https://neilsethi.substack.com/p/us-s-and-p-global-services-pmi-feb-5e6
12 days ago
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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...
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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.
https://neilsethi.substack.com/p/ism-services-pmi-feb-2026
12 days ago
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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...
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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
https://neilsethi.substack.com/p/adp-employment-report-feb-2026
12 days ago
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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...
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As We Approach The Open... 3/4/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-3426
12 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-3326
13 days ago
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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...
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As We Approach The Open... 3/3/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/publish/post/189655246
13 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-3226
14 days ago
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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...
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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
https://neilsethi.substack.com/p/ism-us-manufacturing-feb-2026
14 days ago
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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...
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S&P Final Feb Manufacturing PMI
Remains in expansion but decelerates to 51.6, a 7-month low, as new orders and employment stall
https://neilsethi.substack.com/p/s-and-p-final-feb-manufacturing-pmi
14 days ago
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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...
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As We Approach The Open... 3/2/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-3226
14 days ago
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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...
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The Week Ahead - 3/1/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
https://neilsethi.substack.com/p/the-week-ahead-3126
14 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-22726
17 days ago
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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...
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As We Approach The Open... 2/27/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-22726
17 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-22626
18 days ago
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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...
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As We Approach The Open... 2/26/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-22626
18 days ago
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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...
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Jobless Claims - 2/26/26
Initial claims edge higher but remain near 50-year lows while continuing claims drop back towards 2-year lows
https://neilsethi.substack.com/p/jobless-claims-22626
18 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-22526
19 days ago
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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...
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As We Approach The Open... 2/25/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-22526
19 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-22426
20 days ago
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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...
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Conference Board Consumer Confidence - Feb 2026
Consumer confidence improves from the least since April on better expectations while present conditions continue to fall
https://neilsethi.substack.com/p/conference-board-consumer-confidence-d89
20 days ago
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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...
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As We Approach The Open... 2/24/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-22426
20 days ago
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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...
21 days ago
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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...
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As We Approach The Open... 2/23/26
Quick roundup of markets ahead of the cash opening of US equities
https://neilsethi.substack.com/p/as-we-approach-the-open-22326
21 days ago
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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...
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The Week Ahead - 2/22/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
https://neilsethi.substack.com/p/the-week-ahead-22226
21 days ago
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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...
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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!
https://neilsethi.substack.com/p/markets-update-22026
24 days ago
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