Investment Management

Mo-mentum Key Takeaways Last Week U.S. stocks rose in a holiday-shortened week. The S&P 500 gained about +0.9%, the Dow +0.7%, Nasdaq +2.4%, and Russell 2000 +1.3%–2.1%, depending on source timing. Year to date, Nasdaq is up +14.1%, S&P 500 +9.6%, Dow +7.3%, and Russell 2000 +20.1%. Markets rallied after…

Peak Inflation? Key Takeaways Last Week U.S. stocks rebounded after the prior week’s technology-led selloff as easing oil prices, improving geopolitical headlines, and stronger market breadth supported risk appetite. The S&P 500 gained +0.65%, the Dow rose +0.7%, the Nasdaq gained +0.7%, and the Russell 2000 surged +3.9%, reaching a…

Streak Ends Key Takeaways Last Week U.S. equities snapped their streak: the S&P 500 fell –2.6% for the week, its first losing week in 10; the Nasdaq dropped –4.7%, the Russell 2000 –2.9%, and the Dow only –0.3%. Friday did most of the damage after a sharp tech selloff on…

The Beat’s Go On-DELL 9-Week Streak, Dow Record, Growth Accelerates Key Takeaways Last Week As of Friday, May 29 closes, stocks hit records, AI-linked earnings did a lot of the lifting, oil fell sharply on U.S.-Iran truce hopes, and interest rates eased late in the week. U.S. stocks rose for…

Eight-Week Streak, Dow Record, Inflation Rates Cool Key Takeaways Last Week U.S. stocks rose for an eighth straight winning week. The S&P 500 gained +0.9%, the Dow gained +2.1%, the Nasdaq gained +0.5%, and the Russell 2000 gained +2.7%. Year to date, the S&P 500 is up +9.2%, Dow +5.2%,…

Friday Interest Rate Shock, Oil, and AI Key Takeaways Last Week U.S. stocks were mixed for the week as Friday’s interest rate driven selloff erased most earlier gains. The S&P 500 rose +0.1%, the Dow fell -0.2%, the Nasdaq fell -0.1%, and the Russell 2000 fell -2.4%. Year to date,…

Earnings and Semiconductors Boom Key Takeaways Last Week U.S. stocks rose for a sixth straight week. The S&P 500 gained +2.3%, the Nasdaq rose +4.5%, the Dow gained +0.2%, and the Russell 2000 rose +1.7%. Year to date, the S&P 500 is up +8.1%, the Dow +3.2%, the Nasdaq +12.9%,…

Earnings Matter-AI Capex Leads Key Takeaways Last Week U.S. stocks finished higher for the fifth straight week. The S&P 500 rose +0.9%, the Dow rose +0.5%, the Nasdaq rose +1.1%, and the Russell 2000 rose +0.9% for the week ending Friday, May 1, 2026. Year to date, the S&P 500…

AI Chips Lead, All-time Highs Hold Key Takeaways Last Week U.S. stocks finished largely up, with the S&P 500 and Nasdaq reaching fresh record highs. The S&P 500 rose +0.5%, Nasdaq gained +1.5%, Dow fell -0.4%, and Russell 2000 rose +0.4% for the week ending Friday, April 24, 2026. Year…

Record Highs, Lower Oil, Tech Stocks Leading Key Takeaways Last Week U.S. stocks extended their rebound and pushed to fresh highs. The S&P 500 rose about +4.5%, the Dow about +3.2%, the Nasdaq about +6.8%, and the Russell 2000 about +5.6% for the week ended Friday, April 17, 2026.  Markets were driven by optimism around…

Inflation “Peak?” Growth Stocks Streaked Key Takeaways Last Week U.S. stocks extended their winning streak with U.S. equities posting a strong weekly rebound. The S&P 500 rose +3.6% and Nasdaq +4.7%. Markets were driven by a temporary Middle East ceasefire and easing volatility. Inflation data surprised to the upside, largely…

War Fears “Ease,” Then Reprice Higher for Longer Key Takeaways Last Week U.S. stocks broke a 5-week losing streak, with the S&P 500 up +3.4%, the Dow up +3.0%, the Nasdaq up +4.4%, and the Russell 2000 up +0.5% for the Easter-shortened week. The dominant driver remained the Iran war…