Posted inMarket Commentary

The Week Ahead: Week of 7/14-7/18

The week ahead could prove eventful, with a convergence of catalysts across trade, earnings, and economic data—all of which have the potential to inject volatility into markets. Over the weekend,…
Posted inMarket Commentary

Retrospective: Week of 7/7-7/11

Macro Events & News Markets ended slightly lower after a choppy week marked by renewed trade tensions and shifting macro expectations. President Trump announced a new round of tariff threats…
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The Week Ahead: Week of 7/7-7/11

Markets may kick off the week with some volatility following a holiday-shortened stretch marked by lighter volume. The passage of the comprehensive legislative package—dubbed the "Big Beautiful Bill" by supporters…
Posted inMarket Commentary

Retrospective: Week of 6/30-7/3

Macro Events & News As expected, the holiday-shortened week was relatively quiet in terms of market activity. One of the more significant developments was the passage of the comprehensive legislative…
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Retrospective: Week of 6/23-6/27

Macro Events & News What began as a week primed for downside volatility quickly turned into a surprisingly resilient stretch for the markets. Initial fears surrounding the U.S.-led missile strikes…
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The Week Ahead: Week of 6/23-6/27

Markets hate uncertainty—and this week begins under a heavy cloud of it. Over the weekend, U.S. missile strikes in Iran dramatically escalated tensions in the Middle East, and any hopes…
Posted inMarket Commentary

Retrospective: Week of 6/16-6/20

Macro Events & News Markets were volatile during the holiday-shortened week as investors closely monitored developments in the Middle East. While the situation remains tense, no significant escalation occurred—just a…
Posted inMarket Commentary

The Week Ahead: Week of 6/16-6/20

The sharp selloff on Friday, triggered by escalating tensions in the Middle East, could weigh further on markets this week. The situation remains fluid and will likely dominate headlines in…
Posted inMarket Commentary

Retrospective: Week of 6/9-6/13

Macro Events & News Markets opened the week on solid footing, buoyed by encouraging headlines from U.S.–China trade talks in London. While the details were vague—and at times contradictory—President Trump…