08/03/2026
The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.
Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.
https://bit.ly/4hcvZvi
07/27/2026
Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.
Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4wswGFu
07/20/2026
After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.
https://bit.ly/4bTHhkm
07/13/2026
Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.
Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.
https://bit.ly/4vM7JDX
07/06/2026
As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.
Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall: https://bit.ly/4eLv5El
06/29/2026
How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/3QJ05vy
06/22/2026
After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.
https://bit.ly/4eDLlG7
06/15/2026
As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.
https://bit.ly/4ovpUvu
06/08/2026
After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.
https://bit.ly/3Q9HlVt
06/01/2026
As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.
Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.
https://bit.ly/4dTHZyj