Investment Management

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…

Iran War Escalating: High Anxiety, Higher Inflation NASDAQ Correction, Gold – Bear Market Key Takeaways Last Week Global stock markets declined again during the week. Treasury yields moved higher, with the U.S. 10-year ending the week near 4.44%. Oil prices remained the macro driver as Iran war risk and Strait…

Iran War – High Anxiety, Higher Inflation Key Takeaways Last Week U.S. equities declined for a fourth straight week, with broad-based weakness across major indexes. S&P 500 fell to 6,506, -7% below all-time highs and down almost -6% over the last 4 weeks. Nasdaq and small caps came under more…

Key Takeaways Last Week U.S. equities finished the week lower, with the Dow lagging and the Nasdaq more resilient. S&P 500 closed at 6,632, its lowest level of 2026, -5% below its ATH, and down -3.1% YTD. The dominant driver was oil and geopolitical risk in Iran, accelerating inflation concerns….

Iran War – Inflation Spike Key Takeaways Last Week Global stock markets declined during the week. Treasury yields rose on inflation fears causing losses in most bond markets. The U.S. dollar strengthened on a bid for safety. Oil prices surged sharply on geopolitical tensions. U.S. job data showed unexpected job…

Higher Inflation – Weekend Iran Attack U.S. Stock Performance – Index and Sector Moves Over the weekend, the U.S. and Israel moved on Iran. Asian markets were lower, Nikkei -700 pts, -1.3%, Hang Seng -2.1%, while Europe is, down about -2%, led by airline stocks. The immediate is WTI oil…

Weaker Growth U.S. Stock Performance – Index and Sector Moves The S&P 500 rallied +1.1% on the week, to close at 6909.  The rally was led by YTD laggards, large cap growth stocks. The Nasdaq Composite rose +1.42%, benefiting from semiconductor rebounds and rotation themes mid-week. The price weighted Dow…

A Bullish Inflation Print Index, Sector, and Asset Performance The US stock market is closed today for Presidents Day. Chinese markets are closed all week for their Lunar New Year holiday. The S&P 500 fell -1.4% last week as declines in the financial and communication services sectors outweighed utility and…

A Very Bullish Friday Index, Sector, and Asset Performance The value tilted and non-market cap weighed Dow Jones Industrial Average surged past 50,000 last Friday on the back of sector rotation and expectations of future Fed rate cuts. Last Friday that index closed up +2.5%, to reach 51,116. After back-to-back…