Markets Insights
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Escalate Or De-Escalate?
Major indexes finished lower for the third consecutive week, pressured by geopolitical risks, higher oil prices, and shifting interest-rate expectations.
Is Stagflation In The Air?
It’s a dangerous world—as recent events in the Middle East demonstrate. These key defense companies stand to gain.
Is It Time For The Market To Take A Break?
Broad weakness reflected growing risk-off sentiment and rotation out of higher-beta and growth names.
Will The Rotation Continue?
The ruling lifted sentiment and helped reverse mid-week selling, especially in broader equity markets.
Was Friday's Recovery a Short Covering Rally?
Overall, it was a downward week for U.S. equities, dominated by sector rotation away from tech/growth toward defensive/value areas, tempered by cooler inflation data that provided transient relief but did not fully reverse market stress.
Will Friday’s Fierce Rally Continue?
Industrial, financial, and cyclicals helped support the Dow’s outperformance.
The Stock Market Is Still Coiled Yet Again. Which Way?
U.S. equities experienced a volatile, earnings-driven week, with leadership narrowing and small caps under pressure as investors digested earnings, inflation data, and a surprise shift in Federal Reserve leadership expectations.
Rotation
Major U.S. indexes finished slightly lower for the week after early gains.
New All Time Highs For SPX. Now What?
U.S. equity markets powered through the first full trading week of 2026 with solid gains, closing out with fresh record highs in key benchmarks.
Insight Into 2026
The S&P 500, Dow Jones, and Nasdaq ended lower over the week, influenced by light holiday trading and profit-taking as 2025 closed out.