March 30, 2026

Weekly Market Commentary

It was a short and relatively light week for economic data, but the releases still provided a useful snapshot of the economy. The main focus was the March flash Purchasing Managers’ Index (PMI) data, where S&P Global Flash U.S. Manufacturing PMI rose to 52.4 from 51.6, coming in above consensus of 51.3. That suggested factory activity remained in expansion and held…

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Parkstone Financial

March 23, 2026

Weekly Market Commentary

The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update. Given the importance of the Middle East from an economic perspective, a prolonged conflict would pose significant economic damage to the global economy. Unfortunately, it appears that we are…

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Parkstone Financial

March 17, 2026

Weekly Market Commentary

Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement, inflation measures and revised growth figures reinforced a cautious macro backdrop.

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Parkstone Financial

March 12, 2026

Weekly Market Commentary

Last week delivered many important macroeconomic releases, giving investors insight into an evolving U.S. economic landscape. In addition, the conflict in Iran has escalated dramatically, adding significant economic concerns.

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Parkstone Financial

March 2, 2026

Weekly Market Commentary

Last week’s economic data began on Tuesday with the Conference Board’s Consumer Confidence Index rising to 91.2, up from 89.0 in the prior release. The improvement reflected stronger expectations around income and employment prospects, suggesting that households are becoming slightly more optimistic about the near-term outlook. That said, confidence remains historically subdued, and the present…

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Parkstone Financial

February 23, 2026

Weekly Market Commentary

Last week’s data provided investors with a clearer sense of an economy that is still progressing but slowing at the margins, with steady activity in some areas and renewed caution in others.

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Parkstone Financial

February 16, 2026

Weekly Market Commentary

Last week’s data reinforced a familiar theme: inflation is cooling, the labor market is stabilizing, and the consumer is becoming more selective.

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Parkstone Financial

February 9, 2026

Weekly Market Commentary

The past several weeks have delivered a meaningful uptick in market volatility, driven largely by rapid developments in artificial intelligence and shifting risk perceptions across several major asset classes. The catalyst has been the release of Claude Code, a product with the potential to disrupt a wide range of highly profitable software businesses.

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Parkstone Financial

February 2, 2026

Weekly Market Commentary

Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that underscored a steady policy stance amid ongoing economic uncertainty.

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Parkstone Financial

January 26, 2026

Weekly Market Commentary

Economic data released this week continued to show a U.S. economy growing at a steady, though gradually moderating, pace. Real gross domestic product (GDP) for the most recent quarter was revised higher to an annualized 4.4%, reflecting strong consumer spending and resilient business investment. Personal consumption remained the primary contributor to growth, while government spending also provided support.…

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Parkstone Financial