Investment Management

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…

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…