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Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025

Printer Friendly Version Some of you reading this title might think this commentary is about September seasonality. Sure, seasonality is part of our playbook and is getting a lot of attention right now. We would not be surprised if volatility were to pick up some this...

Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025

Printer Friendly Version The winning streak for stocks continued in August, as the S&P 500 posted its fourth consecutive month of gains. It was an informative month for investors, as we learned that the labor market may not be as solid as expected, tariffs have...

Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025

Printer Friendly Version As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political...

Earnings Season Delivered | Weekly Market Commentary | August 18, 2025

Printer Friendly Version Second quarter earnings season, which winds down this week and next, has met some of the highest expectations. Strong beat rates, big upside earnings surprises, and increases in estimates during the past four weeks were consistent themes that...

Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025

Printer Friendly Version We’re all ready to put the tariff talk to bed. But don’t worry. While this commentary provides an update on the tariff situation, there’s more happening on the policy front than just tariffs. Whatever policy we highlight, it’s clear that the...
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