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Quarterly insights
Q1 2026: Market View Quarterly
Despite geopolitical uncertainty in early 2026, strong earnings, positive global growth, and intact long-term inflation and rate trends support a constructive market outlook. Diversified portfolios have outperformed, reinforcing the value of staying invested amid volatility.
Apr 08, 2026
Weekly insights
Market View: Week of Apr. 3, 2026
A rebound in job data underscored labor market resilience, allowing the Fed to focus on inflation risks. Consumer spending remains on solid footing. Manufacturing expansion suggests potential shift after prolonged period of contraction.
Apr 06, 2026
Weekly insights
Market View: Week of Mar. 27, 2026
Rising export and import prices point to solid global demand but also potentially signal renewed inflation pressures. Consumer sentiment may remain pressured as long as the conflict persists and energy prices stay elevated.
Mar 30, 2026
Weekly insights
Market View: Week of Mar. 20, 2026
Inflation came in hotter than expected. Near-term interest rate cuts appear unlikely. Labor market data continues to indicate limited movement in both hiring and layoffs.
Mar 23, 2026
Chart of the Month
Small- & Mid-Cap Stocks Gain Momentum
Market leadership is beginning to broaden beyond the Magnificent 7, and down-cap equities, both mid- and small-cap stocks, are providing great opportunities for investors looking to diversify concentrated, large-cap growth positions.
Mar 17, 2026
Weekly insights
Market View: Week of Mar. 13, 2026
Most of this week’s economic data reflects conditions prior to the escalation in the Middle East, meaning the clearest early signals of geopolitical impact are likely to appear first in inflation and consumer sentiment.
Mar 17, 2026
Special Edition
Special Edition: United States and Israel Attack Iran Update
Taking a step back to look at the bigger picture on the conflict in the Middle East and how it could impact the market.
Mar 13, 2026
Weekly insights
Market View: Week of Mar. 06, 2026
While probably not yet indicative of a manufacturing revival, back-to-back months of growth for the ISM Manufacturing index mark a solidly positive development for an industry that has faced significant headwinds.
Mar 09, 2026
Monthly insights
Special Edition: United States and Israel Strike Iran
The renewed conflict in the Middle East, marked by joint U.S. and Israeli strikes on Iran, has understandably unsettled financial markets and heightened uncertainty globally.
Mar 03, 2026
Weekly insights
Market View: Week of Feb. 27, 2026
January’s stronger-than-expected wholesale inflation suggests interest rates may stay higher for longer, which can create some near-term market volatility. However, it was encouraging to see final demand food prices decline, a sign that some everyday cost pressures are easing even as broader inflation remains.
Mar 02, 2026
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