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Evening Briefs

Another “Ugly” Treasury Sale as 5-Year Note Auction Stumbles — Evening Brief – 03.25.26

By Joe Palmisano | March 25, 2026 After a disappointing 2-year note auction earlier on Tuesday, the U.S. Treasury’s $70 billion 5-y...Read more

Front End Buyers Balk at U.S. 2-Year Auction — Evening Brief – 03.24.26

By Joe Palmisano | March 24, 2026 A closely watched $69 billion U.S. 2-year note auction delivered a stark signal to markets already ...Read more

Construction Spending Slips as Broader Activity Signals Turn Mixed — Evening Brief – 03.23.26

By Joe Palmisano | March 23, 2026 Economic data is beginning to reflect a more nuanced shift in momentum, as pockets of strength in p...Read more

U.S. Household Wealth Hits Record $184T — Evening Brief – 03.20.26

By Joe Palmisano | March 20, 2026 U.S. households closed out 2025 wealthier than ever, even as housing cooled and borrowing inched hi...Read more

New Home Sales Tumble, While Labor and Manufacturing Signal Resilience — Evening Brief – 03.19.26

By Joe Palmisano | March 19, 2026 The U.S. economy is sending mixed signals as weakness in housing contrasts with continued resilienc...Read more

Between Growth and Inflation, the Fed Remains Stuck in Neutral — Evening Brief – 03.18.26

By Joe Palmisano | March 18, 2026 The Federal Reserve left its benchmark rate unchanged at 3.50%–3.75%, extending its wait‑and‑...Read more

Pending Home Sales Surprise to Upside on Affordability Boost — Evening Brief – 03.17.26

By Joe Palmisano | March 17, 2026 The U.S. housing market showed early signs of renewed momentum in February, as modest improvements ...Read more

Empire State Falls Back to Neutral as Production Growth Slows — Evening Brief – 03.16.26

By Joe Palmisano | March 16, 2026 Manufacturing activity in New York state lost momentum in March, signaling a more uneven industrial...Read more

U.S. GDP Slows to 0.7% in Q4 as Consumer Spending Softens — Evening Brief – 03.13.26

By Joe Palmisano | March 13, 2026 U.S. economic growth slowed sharply at the close of 2025, with gross domestic product expanding at ...Read more

Housing Starts Pop While Jobless Claims Stay Low — Evening Brief – 03.12.26

By Joe Palmisano | March 12, 2026 U.S. housing and labor data painted a mixed but generally resilient picture on Thursday, ...Read more