Week 27 Recap & Week 28 Outlook
.... the holiday-shortened week at or near record highs even as the June labor market report printed one of the weakest payroll gains of the cycle.
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WeeklyRecap
WeeklyRecap
SPX, SPY, BABA, GLD, SLPV, IAUP.L, TCEHY
WeeklyRecap
SPX, SPY, BABA, GLD, SLPV, IAUP.L, TCEHY
Week 26 Recap & Week 27 Outlook
Week 26 was defined by two forces pulling in opposite directions: a Federal Reserve that pivoted aggressively hawkish under new Chair Kevin Warsh, and an AI and geopolitical shock that drove Chinese..
WeeklyRecap
SPX, SPY, BABA
Week 25 Recap & Week 26 Outlook
Week 25 will be remembered for Kevin Warsh's debut as Federal Reserve Chairman and a geopolitical whiplash that sent oil prices on a wild ride.
WeeklyRecap
SPX, SPY
Week 24 Recap & Week 25 Outlook
Week 24 was defined by two forces pulling in opposite directions: sticky inflation and a historic IPO that reshuffled capital across the market.
WeeklyRecap
SPX, SPY, IBM, GLD
Week 24: What To Expect
Week 23 delivered a jarring reality check to equity markets.
WeeklyRecap
Week 22 Recap & Week 23 Outlook
April PCE came in hot at 3.8% headline and 3.3% core, cementing the "no rate cuts" narrative. IBM's $10 billion quantum computing pledge and de-escalation in the Iran–Strait of Hormuz standoff ...
WeeklyRecap
Week 21 Recap & Week 22 Outlook (Memorial Day Edition)
The holiday-shortened Week 22 (Memorial Day on Monday) features a densely packed calendar of economic data and Fed speakers that could determine whether the equity-bond divergence resolves in favor of
WeeklyRecap
Week 20 Recap & Week 21 Outlook
Week 20 will be remembered as the week the inflation narrative fundamentally shifted.
WeeklyRecap
Week 19 Recap & Week 20 Outlook
Week 19 delivered one of the most remarkable stretches for global equities in 2026. The S&P 500 and Nasdaq Composite both closed at record highs for the sixth consecutive week, powered by blowout ...
WeeklyRecap
Week 18 Recap & Week 19 Outlook
Week 18 will be remembered as one of the most consequential trading periods of the year. Global equities navigated geopolitical escalation
WeeklyRecap
Week 17 Recap & Week 18 Outlook
Another volatile week, another set of record highs. The S&P 500 (+0.8% on Friday) and Nasdaq (+1.95% on Friday) closed at all-time highs
WeeklyRecap
Week 16 Recap and Outlook Week 17
Global stock markets experienced a historic week of gains during Week 16 of 2026, driven largely by optimism surrounding the U.S.-Iran ceasefire. However,...
WeeklyRecap
Week 15 Recap & Week 16 Outlook
Rally on Ceasefire Hopes, Then Pause, Earnings Season Begins: Quality Is King,
WeeklyRecap
Weekly Recap (Week 14): Q2 Kicks Off with Rate Stability
As we close out Week 14 of 2026, the market is signaling a clear shift from the initial "AI hype cycle" of the early 2020s toward a period of tangible revenue maturation. Here is what drove the mar