Market Commentary
Read Our Weekly Market Commentaries
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.
Weekly Commentary June 1st – 5th, 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.
Weekly Commentary May 25th – 29th, 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.
Weekly Commentary May 18th – 22nd, 2026
The S&P 500 posted its eighth consecutive weekly gain, even as underlying economic conditions continued to deteriorate. Rising inflation concerns have pushed rate hike expectations forward to as early as October, while Nvidia’s strong earnings and anticipation surrounding the upcoming SpaceX IPO continue to support investor sentiment.
Weekly Commentary May 11th – 15th, 2026
The AI trade is accelerating at an unprecedented pace, driving markets to fresh highs. Dell, Micron, and AMD were among the 11 S&P 500 companies that posted gains of over 20% for the week. While Wall Street embraces the AI boom, Main Street is growing increasingly uneasy as rising gas prices and tariffs push consumer sentiment to a new low.
Weekly Commentary May 4th – 8th, 2026
The AI trade is accelerating at an unprecedented pace, driving markets to fresh highs. Dell, Micron, and AMD were among the 11 S&P 500 companies that posted gains of over 20% for the week. While Wall Street embraces the AI boom, Main Street is growing increasingly uneasy as rising gas prices and tariffs push consumer sentiment to a new low.
Weekly Commentary April 27th – May 1st, 2026
There was plenty to keep investors tuned into financial market news over the week. Fed Chair Jerome Powell communicated on the FOMC rate outlook in his final meeting as Chair, with a surprise indication that he’s not ready to depart the committee just yet. After a strong start to the season, first‑quarter earnings are tracking toward 27% growth, marking the strongest quarter since 2021.
Weekly Commentary April 20th – 24th, 2026
Markets were little changed as investors looked past tensions in the Middle East and turned their focus to first-quarter earnings. Wednesday looms large, with the Federal Reserve set to announce its interest-rate decision alongside earnings reports from four mega-cap technology companies.