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ISG

September 14, 2026

view PDF version HERE 1. Economic Momentum Remains Strong The latest economic data continue to point to a resilient U.S. economy with solid underlying momentum. The Atlanta Fed’s GDPNow estimate has increased to 4.7%,1 while factory orders rose 0.9%, ahead of expectations for 0.7%. Durable goods orders also remained healthy, increasing 1.1% in line with […]

ISG

August 28, 2026

Download PDF version HERE 1. Rising Yields Create a New Source of Market Volatility Equity markets pulled back last week as investors weighed higher bond yields, rising oil prices, and renewed geopolitical uncertainty surrounding Iran. The Nasdaq, S&P 500, and Dow Jones Industrial Average declined 2.02%, 1.39%, and 0.78%, respectively.1 The 10-year Treasury yield climbed […]

ISG

July 22, 2026

Middle Seat Monetized Yesterday, United Airlines announced a new upsell option that guarantees passengers an empty middle seat in select extra-legroom rows on its Airbus A321XLR aircraft, effectively turning personal space into a premium product. The move reflects a broader airline strategy of unbundling fares and monetizing comfort, as carriers increasingly charge for amenities that […]

ISG

May 29, 2026

Download PDF version HERE SpaceX Files for Historic IPO SpaceX officially filed its IPO prospectus with the SEC on May 20, targeting to raise up to $75 billion at a valuation above $2 trillion.[1] If completed at those levels, it would become the largest IPO in history and one of the most significant public market […]

ISG

March 12, 2026

Click HERE to download PDF version Mixed Economic Signals Amid Market Volatility Markets have experienced a more volatile period in recent weeks, driven largely by a sharp move higher in oil prices and the broader geopolitical backdrop. The velocity of the increase in crude has been notable, creating a push-and-pull dynamic across asset markets. Higher […]

ISG

February 26, 2026

Download PDF version HERE 1. GDP and PCE: Progress but Still Sticky: Last week’s focus centered on fourth-quarter GDP and PCE, two critical inputs for Federal Reserve policy given its dual mandate of labor market stability and price stability. Headline GDP rose 1.4%, below expectations, but the details were more constructive than the headline suggests. […]