Blog

This week isn’t just busy—it’s defining. From the Federal Reserve’s rate decision to a crush of earnings from the most influential names in the S&P 500, markets are heading into what could be the most consequential stretch of the summer. With economic data, earnings,… More >>

What productivity, inflation, and the consumer are telling investors right now. It’s easy to stay skeptical in a noisy world. But sometimes, the most bullish signals are the quietest. Zoom out, and a compelling picture emerges: recession fears are retreating,… More >>

Just as equity markets hit all time highs after recovering from the tariff threats in April, we have tariff threats 2.0. This time it’s a 30% tariff on the European Union and Mexico, two of the countries we have large trade deficits with. Oddly enough, the U.S. has… More >>

We wrapped up one of the most consequential periods for U.S. equities. The S&P 500 recovered all its losses in the quarter and then some, rising 30% from the April 7th lows.1 In fact, it’s one of the most rapid recoveries since 1950, with a 1.6 month bear market, no… More >>