Insights and Commentary…
Monthly Market Insights: November 2026
October’s modest loss in the S&P 500 masked one of the sharpest leadership reversals in years, as the equal-weight index beat its cap-weighted counterpart by the widest margin since 2009. Disappointing earnings from the largest technology names drove a late-month AI selloff just ahead of Anthropic’s IPO, while political unrest in France reignited fiscal concerns […]
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Monthly Market Insights: October 2026
The S&P 500 finished September down less than half a percent while the average stock fell nearly 5%, the widest gap since March 2020. Higher real yields weighed on most of the market, but the leading AI stocks held firm.
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Monthly Market Insights: September 2026
Equity markets resumed their climb in August, led by an unusual pairing of Energy and Technology, even as yields continued to grind higher across the curve. We remain constructive, though the conditions that carried markets through the summer are shifting as we head into the fall.
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2026 Mid-Year Review
It has been an eventful first seven months of the year with a new conflict breaking out in the Middle East, an earnings boom led by an acceleration in AI infrastructure spending, and bond yields moving higher against a backdrop of solid economic growth, sticky inflation, and mounting deficits. In our 2026 Mid-Year Review, we […]
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Monthly Market Insights: August 2026
At the headline level July was quiet, with the S&P 500 little changed, yet the month proved eventful. Leadership rotated violently, conflict between the US and Iran reignited energy risk, and the new Fed chair held rates steady over dissents favoring hikes, underscoring a market where resilient earnings are increasingly set against mounting fragility.
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Monthly Market Insights: July 2026
June marked the end of an eventful first half of 2026, defined by a historic outperformance in semiconductors, a hawkish pivot at the Fed under new Chairman Kevin Warsh, and milestone events across the AI landscape. As we enter the second half, we remain constructive on equities while monitoring the risks that have emerged alongside […]
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