Weekly Economic Snapshot: Resilience Amid Record Sentiment Lows

Published on April 27, 2026

Last week’s economic data was defined by conflicting signals from the consumer. While retail figures suggest resilience, sentiment levels have plummeted to record lows. Meanwhile, the S&P 500 continued its historic rally as markets prepare for the upcoming Fed decision.

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The AI Job Apocalypse Is Being Delayed

April 25, 2026
There’s no shortage these days of stories, posts and videos warning of the robot armies readying to vacuum up white-collar jobs in technology, finance, marketing, you name it. And there’s no doubt that artificial intelligence is rapidly changing how we live and work. Amid all this, though, a relative calm has descended on the labor market and should persist for the rest of this year, at least.

Private Credit Jitters: Spillover into CLO ETFs?

April 27, 2026
The primary contagion risk is sector concentration. Software and tech-enabled services represent roughly 15-20% of direct lending portfolios. A meaningful portion of these loans also resides in the Broadly Syndicated Loan (BSL) market – the bedrock of CLO ETFs – leading to a software weighting of 12–18% in typical CLO collateral pools.