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 – 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 – 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 […]
Monthly Market Update – December 2025
Fed Cuts Cautiously Amid Inflation and Labor Strains The Federal Reserve finds itself walking a tightrope as 2025 draws to a close, balancing a cooling labor market against inflation that refuses to fully retreat. The central bank delivered its third consecutive quarter-point interest rate cut, lowering the benchmark rate to a range of 3.50–3.75%, marking […]
Monthly Market Update – September 2025
U.S. Markets Financial markets are caught between anticipation and tension, with equity indices hovering near record highs even as economic uncertainty builds and inflation resurges, complicating the Federal Reserve’s widely expected rate cut decision. On September 11, the Dow crossed 46,000 for the first time, while the S&P 500 and Nasdaq Composite also hit record […]
Monthly Market Update – August 2025
Strong earnings season but weak labor report Equity markets surged in the first half of August, driven by a strong earnings season and growing optimism that the Federal Reserve will cut rates in September. Mid and Small Cap stocks led the rally as investors largely shrugged off mixed and at times troubling economic signals. Many […]
Monthly Market Update – July 2025
The Economic data The US economy is struggling to find its footing after months of changing consumer and corporate behaviors have begun to affect the economic data. As we saw in the negative Q1 GDP report, many purchasers rushed to build inventories and make purchases ahead of the tariffs(1). With inflation driving prices up, both […]
Monthly Market Update – April 2025
A historic week The week of April 7 through 11 delivered historic market volatility, as a sudden tariff reversal triggered a rollercoaster ride across US and global markets—from stocks and bonds to commodities and currencies. The S&P 500 started the week on shaky ground, slipping closer to bear market territory before plunging 1.6% on Tuesday […]