Highlights from the week of May 1 – May 7, 2026.

U.S. stocks had a strong week, led by technology. Underneath that, the economic data told a more complicated story: jobs are being added, layoffs aren't spiking, but the economy isn't accelerating, either. Costs are still rising faster than the Federal Reserve can ignore. Investors waiting for lower interest rates should know that nothing in this week's data moves that timeline closer. Kevin Warsh assumes the Fed chair role on May 15.

U.S. stocks had a strong week, led by technology. Underneath that, the economic data told a more complicated story: jobs are being added, layoffs aren't spiking, but the economy isn't accelerating, either. Costs are still rising faster than the Federal Reserve can ignore. Investors waiting for lower interest rates should know that nothing in this week's data moves that timeline closer. Kevin Warsh assumes the Fed chair role on May 15.

Recent economic releases point to slowing momentum in U.S. growth. This week’s ISM survey data shows that while activity remains in expansion territory, demand indicators have softened, reflecting more cautious business conditions. Ongoing uncertainty tied to geopolitical conflict and trade policy continues to weigh on confidence, while the lagged impact of earlier monetary tightening is still restraining investment and hiring. These headwinds point to softer growth dynamics, even if outright contraction is avoided. Here’s what’s in the numbers, and where they might hit your portfolio.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

Stocks edged higher during the week, with value and international stocks leading the way. Oil crossed $100, short-term U.S. Treasury yields climbed, U.S. gross domestic product rebounded, jobs stayed strong, and earnings continued to beat expectations.

This week represents one of the largest concentrations of earnings in the 1Q26 reporting season.

Having trouble remembering the difference between a CDR and a CRT? We’re here to help.

Stocks hit record highs despite historic consumer pessimism, oil surged on Middle East tensions, and inflation fears climbed.

An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.