Weekly Unemployment Claims - 8/20/26
Initial claims edge lower, remaining very low historically. Continuing claims increase but 4-week average continues to see biggest y/y drop since Dec '22.
Neil’s Newsletter
A site dedicated to providing information on markets, the economy, and stuff that impacts them with a goal of giving back. All subscription proceeds go to charities selected by subscribers at year-end.
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As We Approach The Open... 8/20/26
Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates
Markets Update - 8/19/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow.
FOMC Minutes - From July 2026 meeting
Fed minutes show the Fed moving more hawkish in July with no talk of potential rate cuts and “many” seeing policy tightening as appropriate if inflation does not decline.
As We Approach The Open... 8/19/26
Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates
Industrial Production - July 2026
Industrial production advances slightly below expectations but now highest since Jan 2019 on rising AI, crude, and utility production offset somewhat by weaker consumer goods led by autos.
Markets Update - 8/18/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow.
Pending Home Sales - July 2026
Existing home contract signings fall to second lowest pace on record in July as mortgage rates climb to 1-year high.
Housing Starts & Permits - July 2026
Housing starts fall back towards post-Covid lows, but permits rise to best since February. Completions drop to least since 2020 and units under construction near those levels.
As We Approach The Open... 8/18/26
Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates
Markets Update - 8/17/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorro.
NAHB Housing Market Index - July 2026
Homebuilder sentiment inches up from 9-month low but conditions remain "poor" (under 50) for a 28th straight month (16th month below 40) with just present sales improving. Concessions remain elevated.
As We Approach The Open... 8/16/26
Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates
The Week Ahead - 8/16/26
A look at the upcoming week for the US economy and equities — covering key drivers including earnings, positioning, breadth, valuations, sentiment, seasonality, and the Fed.