Markets Update - 4/22/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 4/22/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 4/21/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow
neilsethi.substack.com/p/markets-up...
Pending Home Sales - March 2026
Pending sales of existing homes (contract signings) continue their bounce from Jan's all-time low
neilsethi.substack.com/p/pending-ho...
Retail Sales - March 2026
Retail sales jump the most m/m since Jan 2023 on gasoline and auto sales but ex-those still biggest gain since June
neilsethi.substack.com/p/retail-sal...
As We Approach The Open... 4/21/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 4/20/26
A look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 4/20/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
The Week Ahead - 4/19/26
A look at the upcoming week for the US economy and equities — covering key drivers including earnings, valuations, positioning, sentiment, seasonality, and the Fed.
neilsethi.substack.com/p/the-week-a...
Markets Update - 4/17/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 4/17/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 4/16/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
Industrial Production - March 2026
Industrial production sees a sharp drop in March, the largest since Sept 2024 led by consumer goods, utilities, and mining (oil/gas exploration falls)
neilsethi.substack.com/p/industrial...
Weekly Unemployment Claims - 4/16/26
Initial claims edge lower near 50-year lows while 4-wk avg of continuing claims falls to the least since June 2024
neilsethi.substack.com/p/weekly-une...
As We Approach The Open... 4/16/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 4/16/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 4/15/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
Fed Beige Book - April 2026 Meeting
While overall economic activity saw a slight upgrade despite the Iran conflict, under the surface were heightened pressures and uncertainty throughout the economy
neilsethi.substack.com/p/fed-beige-...
NAHB Housing Market Index - April 2026
Homebuilder sentiment falls to 7-month low with conditions remaining "poor" for 24th straight month, although concessions were reduced
neilsethi.substack.com/p/nahb-housi...
As We Approach The Open... 4/15/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 4/14/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
PPI - March 2026
March PPI comes in well under expectations despite a surge in energy prices as food prices fall back and services prices were unchanged
neilsethi.substack.com/p/ppi-march-...
Markets Update - 4/13/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
Existing Home Sales - March 2026
Existing home sales fall to 9-month low in March (NE to the least on record) but prices remain firm on low inventories. NAR slashes 2026 sales forecasts.
neilsethi.substack.com/p/existing-h...
I think that's a good read but I don't think Fed rate cuts are driving equities currently.
As We Approach The Open... 4/13/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
The Week Ahead - 4/12/26
A 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 - 4/10/26
Update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with charts!
neilsethi.substack.com/p/markets-up...
CPI - March 2026
A jump in energy prices sees largest m/m increase in headline CPI since June 2022, but core remains subdued. Y/Y real weekly earnings through least since Apr '24
neilsethi.substack.com/p/cpi-march-...
As We Approach The Open... 4/10/26
Roundup of global markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...