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WATCH: Derek Burleton discusses the Return of the Oil Shock (June 2026 Client Presentation)
In the June 2026 client presentation on the Return of the Oil Shock, Derek Burleton discusses how renewed geopolitical tensions and supply disruptions have driven a sharp shift in global energy markets.
June 12, 2026
Trending
U.S. Consumer Price Index (May 2026)
The Consumer Price Index (CPI) rose by 0.5% month-on-month (m/m) in May, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI jumped 4.2% – the fastest rate of growth in three-years.
June 10, 2026
Trending
U.S. Employment (May 2026)
Nonfarm payrolls rose by 172k in May, largely meeting April's gain of 179k and well ahead of the consensus forecast calling for a smaller print of 85k. Revisions to the two prior months were meaningfully higher, adding a total of 93k from the previously reported figures, with both March (+185k from +214k) and April (+115k from +179k) revised higher.
June 05, 2026
Latest Research
U.S. Consumer: Resilient Amid Ongoing Energy Shock
Consumer spending has remained relatively resilient through the first few months of the energy shock. Higher tax refunds have provided households with some cushion against the sharp rise in energy prices. However, the buffers are likely to be exhausted by September, leaving households more exposed should energy prices remain elevated. Aggregate spending measures are likely masking underlying trends, where lower-income households are already coming under pressure because of the energy shock.
June 04, 2026
Latest Research
Private Credit: Risks and Realities
Private credit has come under scrutiny in recent months. A series of high-profile bankruptcies and loan-write downs, concerns around exposures to sectors such as software, and rising redemption pressure in retail-facing vehicles have raised questions about the resilience of the asset class. Previously steady inflows and stable valuations are now giving way to signs of strain, including steep sell-offs in publicly listed funds and elevated redemptions in non-traded funds.
June 03, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
June 12, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
May 12, 2026
Updated Publications
State Economic Forecast
March 19, 2026
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Updated Publications
Weekly Bottom Line
June 12, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
May 12, 2026
Updated Publications
State Economic Forecast
March 19, 2026
View more updated publications
Latest Research
Latest Research
U.S. Consumer: Resilient Amid Ongoing Energy Shock
June 04, 2026
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
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Next
Latest Research
U.S. Consumer: Resilient Amid Ongoing Energy Shock
June 04, 2026
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
View more latest research
Commentaries
Trending
U.S. Consumer Price Index (May 2026)
June 10, 2026
Real Estate
U.S. Existing Home Sales (May 2026)
June 09, 2026
Business Investment
U.S. NFIB Small Business Optimism Index (May 2026)
June 09, 2026
Trending
U.S. Employment (May 2026)
June 05, 2026
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Trending
U.S. Consumer Price Index (May 2026)
June 10, 2026
Real Estate
U.S. Existing Home Sales (May 2026)
June 09, 2026
Business Investment
U.S. NFIB Small Business Optimism Index (May 2026)
June 09, 2026
Trending
U.S. Employment (May 2026)
June 05, 2026
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