Market Commentary
Read Our Weekly Market Commentaries
Weekly Commentary July 20th – 24th 2026
Investors had plenty to digest this week, including higher oil prices, rising interest rates, corporate earnings reports, a new round of tariffs, and escalating tensions in the Middle East. Despite these headwinds, equity markets remained relatively resilient, with most of the weakness concentrated in the technology sector.
Weekly Commentary July 13th – July 17th 2026
With few major economic releases on the calendar, investors shifted their attention to escalating tensions in the Middle East and the potential impact on the Federal Reserve’s path for interest rates. The week also featured the release of minutes from Kevin Warsh’s inaugural FOMC meeting, as well as new data on the housing market.
Weekly Commentary July 6th – July 10th 2026
With few major economic releases on the calendar, investors shifted their attention to escalating tensions in the Middle East and the potential impact on the Federal Reserve’s path for interest rates. The week also featured the release of minutes from Kevin Warsh’s inaugural FOMC meeting, as well as new data on the housing market.
Weekly Commentary June 29th – July 3rd, 2026
As a summer heat wave grips much of the country, equity markets have been generating plenty of heat of their own. With the first half of 2026 officially behind us, this week we unpack a weaker-than-expected jobs report, highlight notable corporate news, and evaluate equity market performance year-to-date.
Weekly Commentary June 22nd – 26th, 2026
Equity markets finished the week in the red as inflation data continued to support the case for higher interest rates. Meanwhile, investors were met with several notable developments, including Apple’s decision to raise prices, a positive revision to GDP growth, and the introduction of a new member to the Dow Jones Industrial Average.
Weekly Commentary June 15th – 19th, 2026
Despite the holiday-shortened week, the S&P 500 extended its rally, notching a ninth consecutive weekly gain as the bull market remains firmly intact. Key barometers of the AI trade such as Micron and Dell continue to fuel the advance, helping drive broader market momentum.