Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…
Posted inMarket Commentary

The Week Ahead: Week of 3/17-3/21

The trade war remains a dominant force driving market sentiment, with its near-daily shifts and escalations creating ongoing uncertainty. This instability clouds the long-term economic outlook, adding to concerns about…
Posted inMarket Commentary

Retrospective: Week of 3/10-3/14

Macro Events & News The market endured another challenging week as the trade war continued to escalate. China responded with retaliatory tariffs on approximately $22 billion worth of U.S. goods,…
Posted inMarket Commentary

The Week Ahead: Week of 3/10-3/14

The market has struggled to sustain any meaningful bounce, experiencing some of the sharpest sell-offs in recent weeks. This has largely been driven by the announcement of widespread tariffs impacting…
Posted inMarket Commentary

Retrospective: Week of 3/3-3/7

Macro Events & News Another challenging week for the market as trade tensions and employment data continued to weigh on sentiment. Inflation concerns remain elevated, with the Trump administration enacting…
Posted inMarket Commentary

The Week Ahead: Week of 3/3-3/7

The market’s weakness last week was surprising, given that NVIDIA’s earnings reinforced the strength of the AI narrative and Personal Consumption Expenditures (PCE) data aligned with expectations, easing immediate inflation…
Posted inMarket Commentary

The Week Ahead: Week of 2/24-2/28

Next week brings a critical data point with the Fed’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) report, set for release on Friday. A cooler or in-line reading could…
Posted inMarket Commentary

The Week Ahead: Week of 2/17-2/21

Markets will be closed on Monday in observance of President's Day, setting the stage for a shortened trading week. The calendar is relatively quiet, with no major economic reports expected…
Posted inMarket Commentary

The Week Ahead: Week of 2/10-2/14

Friday volatility should be expected under the new administration, which has now rolled out major trade-related policies two weeks in a row. This is likely a negotiation tactic—having it dominate…