Macro & Market Musings | 7/10/2026

Macro & Market Musings | 7/10/2026

Comments based on information available as of 5:15 am CT on 7/10/2026 Growth: No Longer a Balancing Act For years the growth story leaned almost entirely on services, but manufacturing is beginning to pull its weight. The Institute for Supply Management Manufacturing...

4M: Monthly Macro & Market Musings: May Flowers

April showers bring May flowers. There were not a lot of showers in April, but the flowers seemed to bloom in May anyway. May was about investing despite the noise as the S&P 500 and Nasdaq pushed to fresh record highs even as inflation ran hot, the Iran conflict...