Evening Briefs

Texas Manufacturing Activity Shows Mixed Signals in April — Evening Brief – 04.27.26

By Joe Palmisano | April 27, 2026 Manufacturing activity in Texas showed a mixed but improving picture in April, with stronger produc...Read more

Consumer Sentiment Slips as Inflation Expectations Climb — Evening Brief – 04.24.26

By Joe Palmisano | April 24, 2026 Consumer sentiment deteriorated further in April despite a late month rebound tied to a cease-fire ...Read more

Claims Edge Higher as Growth Gauges Soften, PMI Rebounds — Evening Brief – 04.23.26

By Joe Palmisano | April 23, 2026 The markets got another dose of mixed macro data on Thursday, with jobless claims still signaling a...Read more

Business Inflation Expectations Tick Higher as Firms Weigh Oil Shock Risks — Evening Brief – 04.22.26

By Joe Palmisano | April 22, 2026 Year-ahead business inflation expectations in the U.S. nudged higher in April, underscoring a still...Read more

Equity Hedge Funds Post Worst Month Since 2020 as Volatility Spikes — Evening Brief – 04.20.26

By Joe Palmisano | April 20, 2026 Hedge funds faced a sharp reality check in March as market volatility surged, exposing vulnerabilit...Read more

Hedge Funds Crowd Into Energy as Geopolitical Risk Reshapes Positioning — Evening Brief – 04.17.26

By Joe Palmisano | April 17, 2026 Market volatility intensified sharply in March as geopolitical tensions, particularly the Middle Ea...Read more

U.S. Data Send Mixed Signal: Claims Steady, Philly Fed Surges, Output Slips — Evening Brief – 04.16.26

By Joe Palmisano | April 16, 2026 Initial jobless claims declined to 207,000 for the week ended April 11, coming in below the 213,000...Read more

Manufacturing Picks Up in NY, Trade Prices Flash Inflation Signal — Evening Brief – 04.15.26

By Joe Palmisano | April 15, 2026 Manufacturing activity in New York State strengthened in April, with the Empire State Manufacturing...Read more

Small Business Falls Sharply in March — Evening Brief – 04.14.26

By Joe Palmisano | April 14, 2026 Small business sentiment deteriorated in March, with the NFIB Small Business Optimism Index&nb...Read more

U.S. Existing Home Sales Fall 3.6%, Affordability Pressures Persist — Evening Brief – 04.13.26

By Joe Palmisano | April 13, 2026 U.S. existing home sales declined 3.6% month-over-month in March to a seasonally adjusted annual ra...Read more