Research
Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
As we wrote on August 11, companies have done a good job overall adjusting to tariffs so far, which was evident during earnings season. While several factors have helped mute the recent tariff effects, companies will experience more cost pressures in the months ahead.
Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025
Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the peak week of earnings season would be enough to qualify as a busy week.
Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
Last week, investors were reminded of the persistent impact the pandemic had on many macro models. In particular, the Leading Economic Index (LEI), which has historically been the Conference Board’s accurate leading indicator of the business cycle, still points to a deep, imminent recession as of last month.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
And while we think the interplay between the good (lower rates) and bad (higher term premium) will persist throughout the rest of the year, given the still resilient economic conditions, we think rates, particularly the 10-year Treasury yield, could drift higher in the near term before ending the year between 4.0% to 4.5%.
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Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
As we wrote on August 11, companies have done a good job overall adjusting to tariffs so far, which was evident during earnings season. While several factors have helped mute the recent tariff effects, companies will experience more cost pressures in the months ahead.
Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025
Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the peak week of earnings season would be enough to qualify as a busy week.
Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
Last week, investors were reminded of the persistent impact the pandemic had on many macro models. In particular, the Leading Economic Index (LEI), which has historically been the Conference Board’s accurate leading indicator of the business cycle, still points to a deep, imminent recession as of last month.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
And while we think the interplay between the good (lower rates) and bad (higher term premium) will persist throughout the rest of the year, given the still resilient economic conditions, we think rates, particularly the 10-year Treasury yield, could drift higher in the near term before ending the year between 4.0% to 4.5%.
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