Market Commentary Archives

Weekly Market Recap | Jan. 23, 2026

Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased.

Chart of the Month | Bonds Are Starting to Act Like Bonds Again

The bond market is emerging from a turbulent few years marked by shifting market conditions and increased volatility.

What Could Drive the S&P 500 Higher After +20% Annualized Returns?

U.S. stocks have performed exceptionally well over the past few years, with the S&P 500 returning about +21% annually over the last three years.

Weekly Market Recap | Jan. 16, 2026

Markets were mixed this week, with last week’s rotation carrying over.

Quarterly Webinar: Q1 2026 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2026.

Weekly Market Recap | Jan. 9, 2026

Markets started 2026 on a positive note, with major equity indices extending their 2025 gains as leadership shifted to smaller companies and cyclical sectors.

The Future of the Fed: New Leadership and Rate Cuts

Explore The Future of the Fed and its impact on interest rates, the stock market, and investment strategies for 2026.

4th Quarter 2025 Market and Economic Review

Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases.

Reflecting on 2025

Some years pass quickly. This one felt fuller than most, with more uncertainty, more headlines, and more emotional pull than usual.

Weekly Market Recap | Dec. 19, 2025

Markets spent the week adjusting to signs of slower but still stable economic growth alongside easing inflation pressures.

Chart of the Month | Small-Cap Stocks Finally Break Through to New Highs

Small-cap stocks bring diversification at a time when the S&P 500 is highly concentrated in a few mega-cap tech names.

Weekly Market Recap | Dec. 12, 2025

Markets traded higher this week as the Federal Reserve delivered its third consecutive rate cut and investors leaned into the idea of a soft economic landing.

2026 Outlook: 7 Key Themes for Long-Term Investors

Get insights into the 2026 outlook: 7 key themes for long-term investors amid a strong stock market performance and growth.

Bond Markets Are Quietly Pulling Their Weight in 2025

Stocks may dominate the headlines, but bonds are doing their part in 2025.

Monthly Market Update: Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

In November, there was a noticeable shift in investor sentiment toward AI stocks, moving from broad enthusiasm to increased scrutiny and selectivity.

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