Rimac Capital, Bayonne, NJ (2026)

03/30/2026

This week, investors will watch a heavy slate of labor market and growth data alongside extensive Federal Reserve communication. Early in the week, housing, job openings, and consumer confidence data may offer insight into demand trends, while retail sales and manufacturing reports midweek could provide clues on the strength and breadth of economic activity. Labor market conditions remain central, with ADP employment, jobless claims, and Friday’s employment report, including wages and unemployment, likely to shape expectations for economic momentum and inflation pressures. Fed Chair Powell, along with Governors Barr and Bowman and regional presidents including Williams, Goolsbee, and Musalem, are scheduled to speak throughout the week, and their remarks may influence expectations for future Fed policy and interest rate direction.

02/23/2026

This week, investors will watch a mix of housing, inflation, labor market, and manufacturing data alongside a steady lineup of Federal Reserve speakers. Housing and demand indicators, including the S&P Case Shiller home price index, consumer confidence, factory orders, wholesale inventories, and the Chicago Business Barometer, may offer insight into the pace of economic activity and business sentiment. Labor market conditions will be in focus with initial jobless claims, while January producer price index data, including core and year over year readings, could shape expectations around inflation trends and the path of interest rates. In addition, remarks from Fed Governor Waller, Fed Governor Cook, Chicago Fed President Goolsbee, Atlanta Fed President Bostic, Richmond Fed President Barkin, and Kansas City Fed President Schmid may influence how markets interpret the outlook for monetary policy.

This content is for informational purposes only and should not be considered financial or investment advice. Please consult with a qualified financial professional regarding your unique situation. Past performance does not guarantee future results. Investments involve risk, including the potential loss of principal. This is not a solicitation to buy or sell securities.

02/18/2026

This week, investors will focus on inflation and policy signals, highlighted by the PCE and core PCE readings and the minutes from the Fed’s January FOMC meeting, which may shape expectations for future policy. Growth and demand indicators, including GDP, retail inventories, personal spending, and PMI surveys, may offer clues about the pace of economic activity. Labor market and manufacturing data, such as jobless claims, industrial production, and regional Fed surveys, could affect sentiment around economic resilience. Housing data and remarks from Minneapolis Fed President Neel Kashkari will also be watched for additional insight into financial conditions and the Fed’s assessment of the economy.

This content is for informational purposes only and should not be considered financial or investment advice. Please consult with a qualified financial professional regarding your unique situation. Past performance does not guarantee future results. Investments involve risk, including the potential loss of principal. This is not a solicitation to buy or sell securities.

02/10/2026

This week, investors will watch a dense set of economic data spanning inflation, labor markets, and consumer activity, alongside extensive Federal Reserve communication. Inflation will be in focus with the January consumer price index and core CPI, which could shape expectations for the pace of price pressures, while import prices offer additional insight into external cost trends. Labor market signals include the January employment report, unemployment rate, wage growth, and weekly jobless claims, all of which may offer clues about underlying labor conditions and income momentum. On the growth side, retail sales, business inventories, small business optimism, and existing home sales will be monitored for signs of consumer and business demand. Fed communication will be active, with remarks from Atlanta Fed President Bostic, Fed Governor Waller, Fed Governor Miran, Cleveland Fed President Hammack, Dallas Fed President Logan, and Kansas City Fed President Schmid, which could affect sentiment around the policy outlook.

02/03/2026

This week, investors will watch a dense slate of data for signals on growth and the labor market, beginning with manufacturing and services indicators from S&P and ISM, along with January auto sales, which may offer insight into business activity and consumer demand. Labor market attention builds with job openings, ADP employment, and initial jobless claims ahead of Friday’s employment report, including payrolls, the unemployment rate, and wage measures, all of which could shape expectations around labor market momentum and inflation pressures. Consumer sentiment and consumer credit data later in the week may provide additional context on household confidence and borrowing behavior. Fed communication will also be in focus, with remarks from Fed Governor Lisa Cook, Atlanta Fed President Raphael Bostic, and Fed Vice Chair Philip Jefferson, as investors listen for perspective on economic conditions and the policy outlook.

01/27/2026

This week, investors will watch a mix of growth, inflation, labor market, and Federal Reserve signals that could shape expectations around the economic outlook and policy path. Early data including durable goods orders and consumer confidence may offer insight into business investment and household sentiment, while jobless claims, trade figures, productivity, and factory data later in the week could provide a broader read on labor conditions and underlying growth momentum. Attention will center on the FOMC interest rate decision and the subsequent press conference from Fed Chair Powell, where communication around inflation progress and economic risks may affect sentiment. Inflation will remain in focus with the Producer Price Index and core measures on Friday, alongside regional business activity from the Chicago PMI. Outside of economic data, investors will also be monitoring earnings reports from large technology companies including Meta, Nvidia, and Amazon, as results and commentary may influence views on corporate profitability and broader growth trends, alongside additional Fed remarks from St. Louis Fed President Musalem and Fed Vice Chair for Supervision Bowman.

01/21/2026

This week, investors will watch a cluster of delayed economic releases that center on consumer activity, inflation, and housing. Updates on pending home sales and construction spending may offer clues about the pace of the property market after several months of uneven demand. The Personal Consumption Expenditures reports, including the core measures, could influence expectations for the path of inflation and the broader outlook for Federal Reserve policy, while initial jobless claims and the GDP revision may provide additional insight into labor conditions and overall growth momentum. Readings from consumer sentiment and the flash services and manufacturing PMIs later in the week may also shape views on business confidence and spending trends.

01/05/2026

This week, investors will watch closely for signals on growth and inflation from the ISM manufacturing and services indexes, factory orders, and housing starts, which may offer insight into the pace of business activity and demand. Labor market conditions will be in focus with ADP employment, job openings, initial jobless claims, and the U.S. employment report, data that could shape expectations for the strength of hiring and wage trends. Trade, productivity, and consumer credit figures may provide additional context on economic momentum and household behavior. Fed communication will also be important, with remarks from Richmond Fed President Barkin and Fed Vice Chair for Supervision Michelle Bowman, which could affect sentiment around the policy outlook.

12/29/2025

In this light week, investors will watch housing indicators including pending home sales for November and the S&P Case-Shiller home price index for October, which may offer insight into the health of the residential real estate market. Attention will also turn to the Chicago Business Barometer for December, a closely followed gauge of business conditions that could affect sentiment around economic growth. In the labor market, initial jobless claims for the week ending December 27 may provide an update on employment trends. Finally, the release of the minutes from the Federal Reserve’s December FOMC meeting will be reviewed closely for any signals on policy discussions and the outlook from Fed officials.

12/23/2025

This week, investors will focus on a cluster of delayed economic reports that offer insight into growth, manufacturing activity, and consumer sentiment. Updated third quarter GDP and October durable goods data may help clarify the underlying pace of economic momentum and business investment trends. Industrial production and capacity utilization readings for October and November could offer clues about conditions in the manufacturing sector and overall resource use. Attention will also turn to December consumer confidence and weekly initial jobless claims, which together may shape views on household demand and labor market conditions as the year comes to a close.

12/16/2025

This week, investors will focus on a wide range of data that spans manufacturing activity, the labor market, inflation, and consumer conditions, along with several Federal Reserve speeches that may shape policy expectations. The delayed November employment report, unemployment rate, and wage figures will offer an updated view of labor market momentum, while initial jobless claims later in the week may provide additional context. Inflation will be in the spotlight with the November CPI and core CPI reports, which could influence expectations for the Fed’s path ahead. Measures of business activity, including the Empire State and Philadelphia Fed manufacturing surveys and the S&P flash PMIs, may offer clues about near term economic growth. Throughout the week, remarks from Fed officials, including Governor Miran, Governor Waller, New York Fed President Williams, and Atlanta Fed President Bostic, could affect sentiment as markets gauge how policymakers are interpreting recent data.

Rimac Capital

03/30/2026

02/23/2026

02/18/2026

02/10/2026

02/03/2026

01/27/2026

01/21/2026

01/05/2026

12/29/2025

12/23/2025

12/16/2025

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