Lauren Madera

Good Jobs ≠ Good Markets

June 7, 2026

172,000 jobs added. Markets fell anyway.

New Highs, Old Questions

May 31, 2026

Markets climbed to fresh records on Iran ceasefire hopes.

Rising Costs, Rising Markets

May 24, 2026

Markets kept climbing despite stubborn inflation. Two voices make the case that AI may a long-term antidote.

Sticky Situation

May 17, 2026

Inflation came in hot, the Fed looks stuck on hold, and midterm election season is approaching.

Earnings Season Delivers

May 10, 2026

Markets rallied on blockbuster Q1 earnings, a strong jobs report, and an AI spending boom that shows no signs of slowing.

The Pause Holds

May 3, 2026

Despite energy and Fed headlines, markets closed April with the S&P 500’s best monthly performance since November 2020.

Looking Past Headlines

April 26, 2026

Mixed performance featured encouraging earnings and strong retail sales that masked the inflation story.

Record Territory

April 19, 2026

U.S. stocks hit record highs as the Strait of Hormuz reopened and early earnings results offered encouragement.

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.