HWM Smart Money features the latest economic forecasts, market analysis, and timely topics that impact you and your finances. New issues are posted weekly, and you can receive them directly in your inbox by signing up below.

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The Ultimate Buildout

Issue No. 14   |  September 29, 2026 The Quick Take The Big-5 hyperscalers (Amazon, Meta, Microsoft, Oracle and Google) capital expenditure is projected to...

Rates, A Reset, Not a Spike

Quick Take Ten-year yields hanging near 4.50%–5.00%, with the 30-year at 5.36%, look less like a spike and more like a reset in what credit costs. That climb has left...

The Payroll Data Paradox

The Quick Take The Lead Wall Street treats the monthly Employment Situation report like an oracle, moving equity futures and Treasury yields within seconds of its...