Retrospective: Week of 7/28-8/1
Posted inMarket Commentary

Retrospective: Week of 7/28-8/1

Macro Events & News It was an extremely volatile week for markets, driven by a flood of earnings from tech giants, the Fed’s interest rate decision, key economic data, and…
The Week Ahead: Week of 7/28-8/1
Posted inMarket Commentary

The Week Ahead: Week of 7/28-8/1

It’s a pivotal week for markets as earnings season hits full stride, with over half of the Mag 7 set to report. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Apple…
Posted inEarnings Update

Earnings: Alphabet FY25 Q2

Alphabet Inc (NASDAQ:GOOG) delivered another strong quarter, beating consensus estimates on both revenue and EPS. Google Services saw robust double-digit growth, with Search, YouTube Ads, and Subscriptions each rising at…
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 6/2-6/6

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…
Posted inMarket Commentary

The Week Ahead: Week of 6/2-6/6

June could get off to a shaky start as trade tensions resurface yet again. After walking back earlier threats of EU tariffs earlier in the week, Trump reignited trade concerns…
Posted inMarket Commentary

Retrospective: Week of 5/26-5/30

Macro Events & News It was a holiday-shortened week, but far from uneventful—volatility and headline-driven swings were front and center. Markets opened strong on Tuesday following news that the broad…
Posted inEarnings Update

Earnings: Alphabet FY25 Q1

Alphabet (NASDAQ:GOOG) posted strong Q1 FY2025 results, beating both revenue and EPS expectations. The quarter was driven by broad-based strength across the business, particularly in Google Services, where Search and…