September brought investors a combination of resilient economic activity, persistent inflation, continued enthusiasm surrounding artificial intelligence, and
Labor Day weekend traditionally marks the unofficial end of summer and the beginning of fall, bringing changing leaves across the northern states, the return of
As we enter the second half of the year, investors continue to navigate a mixed but generally constructive economic environment. While inflation remains above
Since declining at the end of March, equities have rebounded to reach new highs. The recovery has coincided with strong first-quarter earnings, which grew more
Despite ongoing geopolitical uncertainty in the Middle East, U.S. equity markets reached new highs during May. While periods of strong market performance can
With the market volatility experienced over the past few months, the S&P 500 has continued to demonstrate resilience, recently reaching new highs. Consensus
U.S. equities declined modestly over the past month, with the S&P 500 falling approximately 2% and recording its first stretch of five consecutive weekly losses
Despite continued headlines surrounding tariffs, affordability challenges, immigration policy, and geopolitical tensions, the U.S. economy continues to
The year 2026 begins with an economic backdrop that remains supportive, with moderation in the employment market and easing inflation creating conditions that
Happy New Year!
The markets all finished 2025 solidly in the black despite the April dip that occurred as a result of global tariffs. The historically strong
