RealClearMarkets Week of May 11, 2026 Archives

RealClearMarkets Research Reports

Monday, May 11

Jobless at 4.3%: Labor Market Is Finding Its Footing

Richard Moody Regions Bank

Stable Jobs + Hot Inflation + No Rate Hikes = Bullish

Sonu Varghese Carson Group

The S&P 500 Is No Longer A Diversified Index

Torsten Slok The Daily Spark

Tuesday, May 12

A Look at the Various Market Indices From Last Week

Staff LPL Financial Research

Is It Possible the Labor Market Has Simply Changed?

Richard Moody Regions Bank

Wednesday, May 13

In Credit Markets, Things Are Getting Better, Not Worse

Torsten Slok Apollo

April CPI: Mixed Signals Beneath Obvious Headline Print

Richard Moody Regions

Charts of The Week: Labor Market Improvements

Carson Research Carson Group

Thursday, May 14

Active Or Passive Is The Wrong Question

Larry Swedroe Larry’s Substack

Inflation's Elevated No Matter How You Slice It

Sonu Varghese Carson Group

Friday, May 15

April Retail: Consumers Holding Up, But For How Long?

Richard Moody Regions

Addressing a Popular Unemployment Myth

Brett Ryan Deutsche Bank Group

A "Casino" Stock Market

Bill Smead Smead Capital Management

Monday, May 18

The Market Waits For No One

Sam Ro TKer by Sam Ro

Why Government Bond Yields Are at Their Highest in 20 Years

Torsten Slok Apollo