Retrospective: Week of 9/15-9/19
Posted inMarket Commentary

Retrospective: Week of 9/15-9/19

Macro Events & News The Federal Reserve lowered short-term interest rates by 25 basis points, citing recent weakness in the labor market as a key factor behind the move. Fed…
The Week Ahead: Week of 9/15-9/19
Posted inMarket Commentary

The Week Ahead: Week of 9/15-9/19

Earnings season is essentially over, leaving the focus on the Federal Reserve’s September policy meeting. Markets expect a 25-basis-point rate cut, though a 50-point move is possible after weaker labor…
Earnings: Adobe Inc FY25 Q3
Posted inEarnings Update

Earnings: Adobe Inc FY25 Q3

Adobe Inc (NASDAQ:ADBE) eported better-than-expected FY25 Q3 results, beating revenue and earnings estimates and raising full-year guidance for both. The company also reached its $250 million ARR goal for AI-first…
Retrospective: Week of 9/1-9/5
Posted inMarket Commentary

Retrospective: Week of 9/1-9/5

Macro Events & News Equities traded with little conviction for most of the holiday-shortened week. Big tech saw a strong rally after Google and parent company Alphabet (NASDAQ:GOOG) secured a…
The Week Ahead: Week of 9/1-9/5
Posted inMarket Commentary

The Week Ahead: Week of 9/1-9/5

This week ushers in the quieter post-earnings period, as the bulk of S&P 500 companies have already reported results. With a lighter earnings calendar, market attention will turn more squarely…
Retrospective: Week of 8/25-8/29
Posted inMarket Commentary

Retrospective: Week of 8/25-8/29

Macro Events & News The week began with unexpected political drama as President Trump announced the firing of Fed Governor Lisa Cook over allegations of mortgage fraud. Markets largely ignored…
The Week Ahead: Week of 8/25-8/29
Posted inMarket Commentary

The Week Ahead: Week of 8/25-8/29

The week's spotlight centers on NVIDIA (NASDAQ:NVDA), which reports Q2 results Wednesday after market close. Beyond the numbers, the Q&A session will be closely watched for management's commentary on potential…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…
Posted inMarket Commentary

Retrospective: Week of 7/21-7/25

Macro Events & News Earnings season ramped up with key reports from mega caps Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOG). Tesla disappointed as sales declined and its forward-looking initiatives lacked meaningful…