Lauren Madera

Reasons for Confidence, Reasons for Concern

April 12, 2026

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

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

Five Weeks Down

March 29, 2026

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

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

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

Markets fell on geopolitical shock and disappointing jobs data.

Will Monday Be Manic in the Markets?

March 1, 2026

Markets brace for Monday volatility following U.S.-Israel military strikes in Iran.

Tariff Relief and the AI Trade’s Great Divide

February 22, 2026

Markets rally as Supreme Court eases tariff uncertainty.

Earnings Resilience Offers Balance to Market Turbulence

February 15, 2026

Markets post their worst performance year-to-date amidst strong earnings growth.

Market Milestone Masks Labor Market Stress

February 8, 2026

Dow hits 50,000 historic milestone, but JOLTS report sparks caution.