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The Week Ahead - 2/8/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
Markets Update - 2/10/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
February 10, 2026 at 11:24 PM
Markets Update - 2/10/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
Retail Sales - December 2025
Headline, core, and control group retail sales all come in much weaker than expected with y/y the least since 2024.
neilsethi.substack.com/p/retail-sal...
Headline, core, and control group retail sales all come in much weaker than expected with y/y the least since 2024.
neilsethi.substack.com/p/retail-sal...
Retail Sales - December
Headline, core, and control group retail sales all come in much weaker than expected with y/y the least since 2024.
neilsethi.substack.com
February 10, 2026 at 2:53 PM
Retail Sales - December 2025
Headline, core, and control group retail sales all come in much weaker than expected with y/y the least since 2024.
neilsethi.substack.com/p/retail-sal...
Headline, core, and control group retail sales all come in much weaker than expected with y/y the least since 2024.
neilsethi.substack.com/p/retail-sal...
As We Approach The Open... 2/10/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 2/10/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com
February 10, 2026 at 2:09 PM
As We Approach The Open... 2/10/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 2/9/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
February 9, 2026 at 11:04 PM
Markets Update - 2/9/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day with lots of charts!
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 2/9/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As we approach the open in NY, US equity indices are trading modestly lower, not extending on Friday’s rebound on a lighter day for domestic news.
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As we approach the open in NY, US equity indices are trading modestly lower, not extending on Friday’s rebound on a lighter day for domestic news.
As We Approach The Open... 2/9/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com
February 9, 2026 at 2:09 PM
As We Approach The Open... 2/9/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As we approach the open in NY, US equity indices are trading modestly lower, not extending on Friday’s rebound on a lighter day for domestic news.
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
As we approach the open in NY, US equity indices are trading modestly lower, not extending on Friday’s rebound on a lighter day for domestic news.
The Week Ahead - 2/8/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
February 9, 2026 at 2:37 AM
The Week Ahead - 2/8/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
Markets Update - 2/6/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day/week with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day/week with lots of charts!
neilsethi.substack.com/p/markets-up...
February 6, 2026 at 11:35 PM
Markets Update - 2/6/26
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day/week with lots of charts!
neilsethi.substack.com/p/markets-up...
Detailed update on US equity and Treasury markets, US economic data, the Fed, select commodities and a look at the upcoming day/week with lots of charts!
neilsethi.substack.com/p/markets-up...
University of Michigan Survey of Consumers - February (P)
neilsethi.substack.com/p/university...
Sentiment rises to the best since Aug led by higher incomes but still remains historically low while 1-yr inflation expectations fall to a 1-yr low but remain historically elevated
neilsethi.substack.com/p/university...
Sentiment rises to the best since Aug led by higher incomes but still remains historically low while 1-yr inflation expectations fall to a 1-yr low but remain historically elevated
University of Michigan Survey of Consumers - February (P)
Sentiment rises to the best since Aug led by higher incomes but still remains historically low while 1-yr inflation expectations fall to a 1-yr low but remain historically elevated
neilsethi.substack.com
February 6, 2026 at 3:51 PM
University of Michigan Survey of Consumers - February (P)
neilsethi.substack.com/p/university...
Sentiment rises to the best since Aug led by higher incomes but still remains historically low while 1-yr inflation expectations fall to a 1-yr low but remain historically elevated
neilsethi.substack.com/p/university...
Sentiment rises to the best since Aug led by higher incomes but still remains historically low while 1-yr inflation expectations fall to a 1-yr low but remain historically elevated
As We Approach The Open... 2/6/26
Quick roundup of markets ahead of the cash opening of US equities
As we approach the open in NY, US equity indices are trading solidly higher led by the small-cap Russell 2000 (RUT)
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
As we approach the open in NY, US equity indices are trading solidly higher led by the small-cap Russell 2000 (RUT)
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 2/6/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com
February 6, 2026 at 2:13 PM
As We Approach The Open... 2/6/26
Quick roundup of markets ahead of the cash opening of US equities
As we approach the open in NY, US equity indices are trading solidly higher led by the small-cap Russell 2000 (RUT)
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
As we approach the open in NY, US equity indices are trading solidly higher led by the small-cap Russell 2000 (RUT)
neilsethi.substack.com/p/as-we-appr...
Markets Update - 2/5/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
February 5, 2026 at 11:57 PM
Markets Update - 2/5/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
December JOLTS - Unlocked Link
Job openings fall to least since Sep 2020 and layoffs moved higher but so did hires and quits the last three remaining in their recent ranges.
neilsethi.substack.com/p/dec-jolts
Job openings fall to least since Sep 2020 and layoffs moved higher but so did hires and quits the last three remaining in their recent ranges.
neilsethi.substack.com/p/dec-jolts
Dec JOLTS
Job openings fall to least since since Sep 2020 and layoffs moved higher but so did hires and quits the last three remaining in their recent ranges.
neilsethi.substack.com
February 5, 2026 at 4:23 PM
December JOLTS - Unlocked Link
Job openings fall to least since Sep 2020 and layoffs moved higher but so did hires and quits the last three remaining in their recent ranges.
neilsethi.substack.com/p/dec-jolts
Job openings fall to least since Sep 2020 and layoffs moved higher but so did hires and quits the last three remaining in their recent ranges.
neilsethi.substack.com/p/dec-jolts
Markets Update - 2/4/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
February 4, 2026 at 11:39 PM
Markets Update - 2/4/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Jan ISM Services Index
Jan ISM services PMI remained at a 15-month high led by expanding production, although new orders and employment eased back (but remained in expansion), while prices remained elevated.
neilsethi.substack.com/p/jan-ism-se...
Jan ISM services PMI remained at a 15-month high led by expanding production, although new orders and employment eased back (but remained in expansion), while prices remained elevated.
neilsethi.substack.com/p/jan-ism-se...
Jan ISM Services Index
Jan ISM services PMI remained at a 15-month high led by expanding production, although new orders and employment eased back (but remained in expansion), while prices remained elevated.
neilsethi.substack.com
February 4, 2026 at 4:13 PM
Jan ISM Services Index
Jan ISM services PMI remained at a 15-month high led by expanding production, although new orders and employment eased back (but remained in expansion), while prices remained elevated.
neilsethi.substack.com/p/jan-ism-se...
Jan ISM services PMI remained at a 15-month high led by expanding production, although new orders and employment eased back (but remained in expansion), while prices remained elevated.
neilsethi.substack.com/p/jan-ism-se...
As We Approach The Open... 2/4/26
Quick roundup of markets ahead of the cash opening of US equities (no sub required)
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities (no sub required)
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 2/4/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com
February 4, 2026 at 2:10 PM
As We Approach The Open... 2/4/26
Quick roundup of markets ahead of the cash opening of US equities (no sub required)
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities (no sub required)
neilsethi.substack.com/p/as-we-appr...
Markets Update - 2/3/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
February 3, 2026 at 11:51 PM
Markets Update - 2/3/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 2/3/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
February 3, 2026 at 2:08 PM
As We Approach The Open... 2/3/26
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Quick roundup of markets ahead of the cash opening of US equities
neilsethi.substack.com/p/as-we-appr...
Markets Update - 2/2/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
February 2, 2026 at 11:37 PM
Markets Update - 2/2/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Jan US ISM Manufacturing
Headline index rises to the best since 2022 as do indices for new orders and production. But some questions on sustainability.
neilsethi.substack.com/p/jan-us-ism...
Headline index rises to the best since 2022 as do indices for new orders and production. But some questions on sustainability.
neilsethi.substack.com/p/jan-us-ism...
Jan US ISM Manufacturing
Headline index rises to the best since 2022 as do indices for new orders and production. But some questions on sustainability.
neilsethi.substack.com
February 2, 2026 at 4:15 PM
Jan US ISM Manufacturing
Headline index rises to the best since 2022 as do indices for new orders and production. But some questions on sustainability.
neilsethi.substack.com/p/jan-us-ism...
Headline index rises to the best since 2022 as do indices for new orders and production. But some questions on sustainability.
neilsethi.substack.com/p/jan-us-ism...
As We Approach The Open... 2/2/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 2/2/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com
February 2, 2026 at 2:20 PM
As We Approach The Open... 2/2/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
The Week Ahead - 2/1/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
The Week Ahead - 2/1/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com
February 2, 2026 at 3:12 AM
The Week Ahead - 2/1/26
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
A comprehensive look at the upcoming week for US economics, equities and fixed income
neilsethi.substack.com/p/the-week-a...
Markets Update - 1/30/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
January 30, 2026 at 11:58 PM
Markets Update - 1/30/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 1/30/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 1/30/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com
January 30, 2026 at 2:10 PM
As We Approach The Open... 1/30/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Markets Update - 1/29/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
January 29, 2026 at 11:38 PM
Markets Update - 1/29/26
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
Update on US equity and bond markets, US economic data, the Fed, and select commodities with charts!
neilsethi.substack.com/p/markets-up...
As We Approach The Open... 1/29/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
As We Approach The Open... 1/29/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com
January 29, 2026 at 2:15 PM
As We Approach The Open... 1/29/26
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
Quick roundup ahead of the opening of US equity markets
neilsethi.substack.com/p/as-we-appr...
