Monthly Market Update – October 2026
AI Valuation Concerns Shake Tech, Not Broader Market U.S. stocks entered October on firm footing, but we believe confidence weakened as investors confronted renewed inflation pressures and growing questions about the sustainability of the AI boom. Semiconductor and AI infrastructure shares came under pressure amid concerns over elevated valuations, Chinese competition, and the cost of […]
Monthly Market Update – September 2026
Markets Navigate an Energy Shock & AI Concerns September opened with markets confronting a less comfortable mix of resilient growth, sticky inflation, and renewed energy pressure. Escalating conflict involving Iran disrupted oil flows through the Strait of Hormuz and Red Sea routes, pushing crude prices higher and reviving concerns that the energy shock could keep […]
Monthly Market Update – August 2026
Stocks Rally on Earnings Strength Despite Rising Economic Risks Markets regained momentum in early August as investors looked past July’s technology selloff and grew more comfortable that the Federal Reserve may not need to raise rates in September. Strong second-quarter earnings helped restore confidence in the artificial intelligence trade, while gains broadened beyond mega-cap technology […]
Monthly Market Update – July 2026
Markets Balance Conflict, Inflation, and Earnings The second half of 2026 opened with markets balancing three competing forces: renewed U.S.-Iran hostilities, the first meaningful inflation relief in months, and the start of second-quarter earnings season. Stocks entered July with considerable momentum after the S&P 500 and Nasdaq Composite posted their strongest quarters since 2020, and […]
Monthly Market Update – June 2026
Broadcom stumble and rising oil prices trigger June’s sharpest market whiplash The first half of June delivered a sharp test for a market grown accustomed to setting records. Two forces collided. The artificial intelligence trade, which had powered equities to repeated highs, suffered its first real stumble after a marquee chip supplier delivered a disappointing […]
Monthly Market Update – May 2026
Earnings boom meets inflation shock Equity markets touched fresh all-time highs early in the period before pulling back sharply, as blowout corporate earnings collided with the hottest inflation readings in years and a still-unresolved energy crisis in the Middle East. The S&P 500 and Nasdaq Composite both reached record closes on May 14 before selling […]
Monthly Market Update – April 2026
Tech Rally Lifts S&P 500 to New High U.S. equities staged a sharp recovery over the first half of April, with the S&P 500 climbing over 7% from its early-month lows to close at a new all-time high on April 15. The index had entered April down almost 5% for 2026, weighed down by the […]
Monthly Market Update – March 2026
Global Markets Slide as Iran Conflict Sends Oil Soaring and Tech Tumbling The U.S.-Israeli military strikes on Iran that began February 28 sent shockwaves through global markets. The S&P 500 fell to its lowest level of 2026, closing at 6,632 on March 13 and posting its first three-week losing streak in roughly a year. Iran’s […]
Monthly Market Update – February 2026
AI-Related Sector Pressures Temper Market Optimism Following the Dow’s Historic Milestone U.S. equity markets delivered a dramatic stretch of volatility in early February, defined by a historic milestone, a sharp sector rotation, and a tug-of-war between encouraging economic data and rising concerns about artificial intelligence disruption. The Dow Jones Industrial Average crossed 50,000 for the […]
Monthly Market Update – January 2026
Markets Hit Fresh Highs to Open 2026 U.S. equity markets kicked off 2026 on a strong note, with both the S&P 500 and Dow Jones Industrial Average reaching multiple record highs during the first two weeks of the year. A notable market rotation emerged, with the S&P 500’s equal-weighted counterpart rising more than the cap-weighted […]