The Week Ahead: Week of 9/22-9/26
Posted inMarket Commentary

The Week Ahead: Week of 9/22-9/26

Markets have entered a quieter stretch for earnings, leaving economic data as the primary driver of direction. Rate-sensitive stocks rallied following last week’s Fed decision, and that momentum could extend…
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…
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…
Earnings: Workday FY26 Q2
Posted inEarnings Update

Earnings: Workday FY26 Q2

Workday Inc (NASDAQ:WDAY) announced solid results for FY26 Q2, reporting $2.35 billion in revenue and earnings per share of $2.21, both surpassing analyst expectations. The non-GAAP operating margin reached 29%…
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 inMarket Commentary

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…
Posted inMarket Commentary

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…