Retrospective: Week of 8/4-8/8
Posted inMarket Commentary

Retrospective: Week of 8/4-8/8

Macro Events & News Markets finished the week higher despite new trade announcements that are likely to add inflationary pressure. Several retail favorites delivered earnings beats and were rewarded, including…
The Week Ahead: Week of 8/4-8/8
Posted inMarket Commentary

The Week Ahead: Week of 8/4-8/8

Earnings will remain in focus this week, with several high-profile names set to report despite most of the Mag 7 already having posted results. Retail favorite Palantir Technologies (NASDAQ:PLTR) kicks…
Earnings: Apple Inc FY25 Q3
Posted inEarnings Update

Earnings: Apple Inc FY25 Q3

Apple Inc (NASDAQ:AAPL) posted solid Q3 results, beating both revenue and earnings estimates. Growth returned in Greater China, with iPhone and Mac sales leading the way—both posting strong double-digit gains…
Posted inMarket Commentary

Retrospective: Week of 7/14-7/18

Macro Events & News The S&P 500 and Nasdaq reached new record highs during the week, driven by strong early earnings results and renewed optimism around key sectors. Financials helped…
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…
Posted inMarket Commentary

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…
Posted inMarket Commentary

Retrospective: Week of 6/2-6/6

Macro Events & News The week began on uneasy footing as markets digested news of the Trump administration imposing 50% tariffs on steel and aluminum and accusing China of violating…