# 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. Page: Feed: --- ## [Weekly Unemployment Claims - 8/20/26](https://neilsethi.substack.com/p/weekly-unemployment-claims-82026) _2026-08-20 · Neil Sethi_ 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. ## [As We Approach The Open... 8/20/26](https://neilsethi.substack.com/p/as-we-approach-the-open-82026) _2026-08-20 · Neil Sethi_ 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](https://neilsethi.substack.com/p/markets-update-81926) _2026-08-19 · Neil Sethi_ 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](https://neilsethi.substack.com/p/fomc-minutes-from-july-2026-meeting) _2026-08-19 · Neil Sethi_ 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](https://neilsethi.substack.com/p/as-we-approach-the-open-81926) _2026-08-19 · Neil Sethi_ Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates ## [Industrial Production - July 2026](https://neilsethi.substack.com/p/industrial-production-july-2026) _2026-08-19 · Neil Sethi_ 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](https://neilsethi.substack.com/p/markets-update-81826) _2026-08-18 · Neil Sethi_ 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](https://neilsethi.substack.com/p/pending-home-sales-july-2026) _2026-08-18 · Neil Sethi_ 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](https://neilsethi.substack.com/p/housing-starts-and-permits-july-2026) _2026-08-18 · Neil Sethi_ 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](https://neilsethi.substack.com/p/as-we-approach-the-open-81826) _2026-08-18 · Neil Sethi_ Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates ## [Save with community-voted codes (Sponsored)](https://crawlproof.com/a/xFqK53GeM0Ab) _2026-08-18 · **Sponsored**_ Search thousands of community-verified coupon codes — 100% free, no account needed. ## [Markets Update - 8/17/26](https://neilsethi.substack.com/p/markets-update-81726) _2026-08-17 · Neil Sethi_ 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](https://neilsethi.substack.com/p/nahb-housing-market-index-july-2026) _2026-08-17 · Neil Sethi_ 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](https://neilsethi.substack.com/p/as-we-approach-the-open-81626) _2026-08-17 · Neil Sethi_ 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](https://neilsethi.substack.com/p/the-week-ahead-81526) _2026-08-16 · Neil Sethi_ 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.