Tariff Relief and the AI Trade’s Great Divide
February 22, 2026
Markets rally as Supreme Court eases tariff uncertainty.
Tariff Relief and the AI Trade’s Great Divide
Latest News
Earnings Resilience Offers Balance to Market Turbulence
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
Market Milestone Masks Labor Market Stress
February 8, 2026
Dow hits 50,000 historic milestone, but JOLTS report sparks caution.
Divided Markets Reflect Policy Uncertainty
Divided Markets Reflect Policy Uncertainty
February 1, 2026
Mixed market results as Medicare rate proposal crushes managed care stocks. Fed holds rates steady.
Bumpy Markets With Much to Contemplate
Bumpy Markets With Much to Contemplate
January 25, 2026
Market pullback masked strong earnings breadth across sectors amidst Intel stumble and Davos news feed.
Powell Under Federal Investigation as Earnings Broaden
Powell Under Federal Investigation as Earnings Broaden
January 18, 2026
Federal charges against Fed Chair Powell add policy uncertainty even as markets remain calm.
Cyclical Market Shifts & Retirement Savings Changes
Cyclical Market Shifts & Retirement Savings Changes
January 11, 2026
Markets ignore geopolitical shocks while SECURE 2.0 alters retirement savings rules in 2026.
Inflation Eases Policy Clarity Heading into Holidays
Inflation Eases Policy Clarity Heading into Holidays
December 21, 2025
With policy uncertainty declining, strategists see resilience supporting 2026, albeit with risks.
Markets Split as Divided Fed Cuts Rates
Markets Split as Divided Fed Cuts Rates
December 14, 2025
The Fed’s divided vote and this week’s market rotation may signal economic fragmentation for 2026.
AI Volatility Eases as 2026 Economic Backdrop Improves
AI Volatility Eases as 2026 Economic Backdrop Improves
December 7, 2025
Markets stabilize after November turbulence as rotation out of concentrated AI bets gains traction.