Bowen Asset Management

06/01/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

June 1 Institute for Supply Management Manufacturing PMI® for May
June 2 JOLTS for April
June 3 ISM Services PMI for May
June 3 ADP National Employment Report
June 5 Employment Situation for May

Economic Release Dates May 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Every week on our page there is a list of those indicators being....

05/26/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

May 26 Consumer Confidence for April
May 28 New Residential Construction (Building Permits) for April
May 28 Gross Domestic Product (GDP) 1st Quarter 2026, 2nd Release.
May 28 Personal Consumption Expenditures for April

Economic Release Dates May 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Every week on our page there is a list of those indicators being....

05/21/2026

Minutes from the Federal Reserve Open Committee meeting from late April were released on Wednesday afternoon. This meeting was J. Powell’s last meeting as Chair. Kevin Warsh will be sworn in on Friday.

Fed officials voted last month to hold rates steady. But three Fed presidents objected, not to the rate decision itself but to the wording that retained the so-called easing bias in the Fed’s statement. A majority of Federal Reserve officials warned the central bank would likely need to consider raising interest rates if inflation continued to run persistently above their 2% target.

The minutes showed that “many” officials would have preferred removing the easing bias, a sign of broader support than the three formal dissents suggested. The additional backing could have come from voting members who wanted the language gone but weren’t prepared to dissent over it, or from bank presidents who don’t have a vote this year.

Stronger-than-expected data on employment and faster-than-expected inflation figures have also reinforced the notion that price pressures remain the bigger risk from the conflict than a sharp downturn in economic activity. Before the release of the minutes, the probability of at least one quarter-point rate hike by the end of this year had reached nearly 50% in interest-rate futures markets

05/18/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

May 19 Pending Home Sales Index for April
May 20 FOMC Meeting Minutes from April Fed Meeting
May 21 New Residential Construction (Housing Starts) for April
May 25 US Markets Closed for Memorial Day

Economic Release Dates May 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Every week on our page there is a list of those indicators being....

05/13/2026

Two separate inflation indicators have been released this week, both of which came in above expectations. Consumer Price Index (CPI) was released on Tuesday. The CPI rose 3.8% from a year earlier, with gas prices rising almost 28% over the past two months, and grocery prices, rents, and airfares also seeing large increases. The 3.8% pace outstripped workers’ earnings for the first time in three years. The overall CPI advanced 0.6% in April. Grocery prices rose 0.7%, the most in almost four years.

Prices charged by producers (PPI) rose by 1.4% in April from the month before, blowing past March’s 0.7% increase and above the 0.5% expectation. April price increases lifted the 12-month PPI inflation rate to 6%, the highest reading since December 2022. A core measure of wholesale inflation that excludes food and energy increased 5.2% from April 2025 — the biggest advance in more than three years.

Services costs climbed 1.2%, the most in four years. Prices for transportation and warehousing services, a category forecasters had flagged as especially sensitive to the conflict, jumped 5%, driven by trucking and higher margins at fuel retailers. The PPI report showed costs for truck transportation of freight jumped 8.1%, which is the most in data back to 2009.

After Tuesday’s CPI numbers, many economists were penciling in 3.3% estimates for PCE inflation in the 12 months through April, excluding volatile food and energy prices, which would be an increase from March’s 3.2% core PCE inflation rate.

Kevin Warsh was confirmed by the US Senate on Wednesday and will officially take over as Chair of the Federal Reserve on Friday, May 15, 2026. According to Reuters, the futures markets now puts an 80% chance on a rate hike in the next 12 months.

05/11/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

May 11 Existing Home Sales for April
May 12 CPI Index for April
May 12 Small Business Optimism Index for April
May 13 Producer Price Index for April
May 14 Import and Export Price Index for April
May 14 Retail Sales for April
May 15 Industrial Production and Capacity Utilization for April

Economic Release Dates April 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Economic news matters to the stock market -- because as the economy goes...

05/08/2026

Nonfarm payrolls rose 115,000 in April after an even bigger surge in March, marking the strongest two-month increase since 2024. This was better than the 55,000-60,000 expected. The unemployment rate was unchanged at 4.3%. In the first four months of the year, monthly payrolls averaged 76,000, up from an average of about 42,000 during the same period last year. Despite this, the US has shed jobs in two of the past six months.

The labor market has become increasingly dependent on health care, which has powered job creation for months. The sector and related professions in social assistance added nearly 54,000 jobs last month, a substantial portion of total job growth. Other industries also added jobs, including transportation and warehousing, retail trade and leisure and hospitality. Manufacturing employment fell slightly.

The jobs tally was taken in mid-April, as employers were still evaluating the impact of the war in Iran. If higher gas prices persist and consumers pull back more broadly to compensate, economists anticipate that could dampen job creation and lift the unemployment rate.

The figures offer Federal Reserve policymakers space to keep interest rates unchanged for the foreseeable future as they focus on fresh inflationary risks from the war with Iran. The next move on the policy debate is when and how to tilt toward a neutral bias that suggests a rate increase could be as likely as a rate cut. The answer could turn almost entirely on the inflation numbers. The Labor Department will report the latest data on the consumer-price index next week.

05/04/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

May 5 JOLTS for March
May 5 ISM Services PMI for April
May 5 International Trade Balance for March
May 5 New Home Sales March
May 6 ADP National Employment Report
May 8 Employment Situation for April

Economic Release Dates April 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Economic news matters to the stock market -- because as the economy goes...

04/27/2026

Economic news matters to the stock market, -- because as the economy goes, so too goes company profitability. Rising unemployment foreshadows lower economic growth, and falling unemployment tells stock investors that growth is on the way. When these data points are reported they can move stocks, while stocks may remain stable if the numbers are generally what investors expected to see. To see the full list of economic releases for the month and/or the definitions, please check out our website:
https://bowenasset.com/bowen-reports/economic-release-dates/

Apr 28 Consumer Confidence for March
Apr 28 Federal Reserve: Federal Open Market Committee Mtg
Apr 29 FOMC Statement and Fed Chair News Conference
Apr 29 New Residential Construction (Housing Starts & Building Permits) for Feb
Apr 30 Gross Domestic Product (GDP) 1st Qtr 2026, 1st Release.
Apr 30 Personal Consumption Expenditures for March
May 1 Institute for Supply Management Manufacturing PMI® for April

Economic Release Dates April 2026 Economic Release Dates To help you stay on top of events, the Bowen Asset Management team will be presenting a regular piece noting the dates when important economic releases happen each month. Economic news matters to the stock market -- because as the economy goes...

04/22/2026

The Senate Banking Committee's confirmation hearing for Kevin Warsh, President Trump's nominee to succeed Powell was Tuesday. There still exists the issue of Senator Thom Tillis blocking any vote on Warsh until the criminal investigation of Powell is resolved. Tillis is fine with the confirmation hearing taking place, but he won't vote for confirmation until that investigation is over. Powell has said he'll stay on as temporary chairman if there's a delay past his May 15 end of his Chairmanship. After May 15, Powell has not said whether he will stay on the Board of Governors of the Fed until that ends on January 21, 2008. If he leaves early, Trump would be able to appoint someone for that spot. Warsh has backed rate cuts, based in part on what he sees as improving U.S. productivity that could keep inflation checked. His ability to force interest rates lower is limited—the FOMC has 12 voting members and right now Warsh does not appear to have many allies. There is nowhere near a majority of those members who seem inclined to lower rates anytime soon.