Financial Focus – May 6th, 2026

Financial Focus – May 6th, 2026

Check out this week’s Financial Focus as David Nelson reflects on family, sports, and the changing landscape of college athletics before diving into the market’s remarkable rally and the growing influence of AI on the economy. He also discusses inflation, volatility, interest rates, and why investors may need to stay cautious even as stock prices continue pushing higher.

Running on Empty

Running on Empty

For all the turbulence in the economy in recent months, American households have proved to be resilient but there are areas to watch. John Nelson shares the current auto loan delinquency rates that may indicate the first signs of consumer stress.

The Waste Land

The Waste Land

OVERVIEW   Markets pushed higher again last week, with steady gains across most major equity indexes. The S&P 500 rose 0.91%, while the NASDAQ led with a 1.12% advance. The Dow Jones Industrials added 0.55%. Large caps held up well, with the S&P 100...
Regime Change

Regime Change

  We’re heading into a pretty interesting time for monetary policy. Jerome Powell’s term as Fed Chair is set to end on May 15, and Kevin Warsh, the incoming nominee, just went through his Senate confirmation hearing this week. He described the transition with an...
Pessimism Plunges

Pessimism Plunges

  Sentiment is one of the more interesting aspects of the market that we measure. It’s interesting because it tends to work in a contrarian manner, meaning high levels of optimism tend to be bad for future stock returns, and vice versa. Now, there are various...