Latest News

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.

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.