Markets were higher last week as the holiday-shortened trading didn't seem to affect investors' appetite for risk. And yet, concentration...

Markets head into the July 4th holiday near or at all-time highs and things don't feel as great as one might think. AI-related names...

Cooler inflation data and comments from the Fed caused rate cut hopes to improve. Both the Consumer Price Index and the Producer Price...

Markets have moved higher this week with the inflation news and the higher probabilities of a rate cut in September. While the...

Inflation fears pushed equities lower last week, but inflation data released on Friday seemed to ease investors somewhat. The PCE Price...

Markets are pulling back on some inflation worries and poorer economic metrics. However, this is a bit of a conundrum, because if the...

Rate cut expectations slid and markets took a rally break last week. Markets broke a 4-week win streak as rate cuts for September by the...

The worries over inflation and a delay in Federal Reserve rate cuts reignited this week, as equity markets flirt with the first negative...

Markets absorb inflation data and move higher for the 4th consecutive week. There was good news and bad news in Tuesday's release of PPI....

Inflation was all the talk this week and so far, the markets seem to have embraced the news well. While PPI was higher than expected,...

Markets moved higher for the 3rd consecutive week. With 85% of S&P 500 companies having reported 1st quarter earnings results, 78% have...

Equities seemed to ultimately shake off a poor GDP report and higher rates for longer concerns. Markets have been reeling ever since the...

Has the Fed miscalculated the resilience of the consumer, or have they just not paid attention to inflation? In our humble estimation,...

More trouble in the Middle East last week made the Fed’s comments seem all the more poorly timed.

You'll Get Nothing, And Like It!

Markets got spooked by a slightly higher than expected CPI report and trouble in the Middle East, on top of Tax Friday. Typically,...

An inflation number that was slightly higher than what the market expected, and you would have thought the world was coming to an end. A...

Markets were turned upside down over Fed speakers' inconsistent statements last week. Despite the fact that Fed Chairman Powell stated...

Between the Fed, geopolitical concerns, and earthquakes, markets have been a little shaky this week. I don't know if it's a long overdue...

Equities again made new highs last week, but the leadership was different. Tech stocks took a back seat to other sectors, such as...