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What We’re Reading
May 11, 2026
Commentary & analysis of selected stories on May 11, 2026
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Page 20 of 3388Focused Research
Employment in Pictures – A Second Consecutive Strong Month of Job Growth
May 8, 2026
Jobs grew by 115k in April, beating all but four economists' estimates from Bloomberg's survey. This also marked the first time in a year that the U.S. saw consecutive months of positive job growth. Traders expect the Fed to keep rates steady through the rest of 2026.
Newsclips
What We’re Reading
May 8, 2026
Commentary & analysis of selected stories on May 8, 2026
Charts of the Week
IPO Returns Suffer After First Day of Trading
May 8, 2026
Stocks often see great returns on their first day of trading after an IPO, but the returns from there on out are another story.
Charts of the Week
Crude Oil Traders Enjoying the Roll
May 8, 2026
Spot Brent prices are up 55% over the past year, but have gained over 90% on a total return basis.
Charts of the Week
Inflation Expectations
May 8, 2026
Market participants pay close attention to inflation expectations, often treating them as facts about the future. While they accurately capture what the market is thinking at the time, they are often not very accurate in predicting future moves.
Charts of the Week
Strategy’s Bitcoin Holdings Back in Black
May 8, 2026
Strategy's bitcoin holdings are once again profitable.
Charts of the Week
Updating the World’s Richest People in 2026
May 8, 2026
The AI race is minting wealth for Google's cofounders.
Charts of the Week
Central Bank Balance Sheets
May 8, 2026
Updating the changes in central banks' balance sheets
Charts of the Week
A Long-Term Look at Real Home Prices Since WWII
May 8, 2026
A long-term look at real home prices since WWII
Charts of the Week
Weekly Research Recap
May 8, 2026
A review of or recent research
Newsclips
What We’re Reading
May 7, 2026
Commentary & Analysis of selected stories on May 7, 2026