Market Update | July 27th, 2026

Markets traded lower last week as investors balanced escalating geopolitical risks and renewed scrutiny of AI investment spending. Strong corporate earnings continued to reinforce a resilient fundamental backdrop, with attention now shifting to this week’s Federal Reserve meeting and any signals regarding the outlook for interest rates.

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Market Update | July 6th, 2026

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Markets started the second half of the year on a strong note as investors welcomed soft June employment data, easing concerns over additional Federal Reserve rate hikes. Economic data remained broadly constructive, with both the manufacturing and services sectors continuing to expand and consumer confidence showing modest improvement.

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Market Update | June 22, 2026

Last week was defined by a combination of central bank developments, solid economic data, and easing geopolitical tensions. The Federal Reserve adopted a more inflation-focused tone under new Chair Kevin Warsh, while retail sales and leading economic indicators pointed to a stable economy. Combined with the announcement of an interim U.S.-Iran peace agreement, the week’s developments helped support investor sentiment and push major equity indexes higher.

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Market Update – January 20th, 2025

Last week’s market action reflected a balance of cautious optimism and heightened risk awareness. Inflation data remained largely in line with expectations, showing continued progress in disinflation, while retail sales and housing data pointed to stable consumer demand and a quiet real estate market.

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Year End Report:  Q4 & 2025 Recap 

2025 was a broadly positive year for financial markets, marked by resilient economic growth, strong corporate earnings, and moderating inflation. Equities rallied, led by technology, communication services, and industrials, while international markets, particularly in Latin America and Europe, outperformed.

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