Neil’s Newsletter

Neil’s Newsletter

Home
Archive
Leaderboard
About
University of Michigan Survey of Consumers - June 2026 (preliminary)
UMich consumer sentiment improves from record low, as do both components, but still comes in the second-least on record. Inflation expectations ease…
 • Neil Sethi
As We Approach The Open... 6/12/26
Roundup of global markets and financial news ahead of the cash opening of US equities including corporate and international updates
 • Neil Sethi
Markets Update - 6/11/26
A detailed look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow.
 • Neil Sethi
Producer Price Index (PPI) - May 2026
May pipeline prices rise the most since 2022 on a broad-based advance led by energy, softened by trade margins. Core-core prices though also up the most…
 • Neil Sethi
Weekly Unemployment Claims - 6/11/26
Weekly claims edge higher but remaining very low historically with y/y continuing claims the lowest since Dec '22.
 • Neil Sethi
As We Approach The Open... 6/11/26
Roundup of global markets ahead of the cash opening of US equities including corporate and international updates
 • Neil Sethi
Markets Update - 6/10/26
A detailed look at what happened today impacting US equity, Treasury, and selected commodity markets, and what to watch for tomorrow.
 • Neil Sethi
Neil’s Newsletter
Neil’s Newsletter
A site dedicated to providing information on markets, the economy, and stuff that impacts them with a goal of giving back. All subscription proceeds go to charities selected by subscribers at year-end.
Recommendations
Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
Samantha LaDuc
Helene’s Substack
Helene’s Substack
Helene Meisler
CalculatedRisk Newsletter
CalculatedRisk Newsletter
CalculatedRisk by Bill McBride

Neil’s Newsletter

AboutArchiveRecommendationsSitemap
© 2026 Neil Sethi · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture