Latest News

• Reasons for Confidence, Reasons for Concern

  April 12, 2026

  
  Reasons for Confidence, Reasons for Concern
  U.S.-Iran ceasefire sent markets soaring. This week’s commentary draws on JPMorgan’s and Amazon’s annual shareholder letters.

• Disruption du Jour

  April 5, 2026

  
  Disruption du Jour
  After five straight weeks of losses, markets found their footing — at least for now as disruption abounds.

• Five Weeks Down

  March 29, 2026

  
  Five Weeks Down
  A fifth consecutive week of losses pushed the Dow into correction territory and left the S&P 500 at a seven-month low.

• Four-Week Losing Streak Tests Investor Resolve

  March 22, 2026

  
  Four-Week Losing Streak Tests Investor Resolve
  Markets notched their longest losing streak since 2023 as Iran conflict and surging oil prices weighed on sentiment.

• Stagflation Potential Takes Center Stage

  March 15, 2026

  
  Stagflation Potential Takes Center Stage
  Markets declined for a third straight week as weak GDP growth collided with an oil shock from the Iran conflict.

• Geopolitical Risk Meets Consumer Pressure

  March 8, 2026

  
  Geopolitical Risk Meets Consumer Pressure
  Markets fell on geopolitical shock and disappointing jobs data.