Weekly Macro

Weekly macro indicator analysis — UMich, HY spread, PCE, and more.

8 posts
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TitleDate
W25 — May CPI +4.17% reaccel, risk-off -2.5%, defensive rotation
Jun 15, 26
W24 — NFP +172k solid, sentiment -6.6% divergence, SOXX +5.84%
SOXX· Semiconductors
Jun 7, 26
W22 — FOMC prep + Core PCE +3.29% sticky
May 30, 26
W23 — Defensive thesis intact, UMich confirms
May 27, 26
W21 — JOLTS quits rate softens, labor cooling
May 23, 26
W20 — NVDA earnings blowout, semis lead
SOXX· Semiconductors
May 16, 26
W19 — CPI services inflation stuck at +5%
May 9, 26
W18 — Earnings season mid-update, 78% beat rate
May 2, 26