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Weekly insights
Market View: Week of Jan. 23, 2026
The World Economic Forum in Davos wrapped with a focus on global uncertainty, Artificial Intelligence (AI) disruptions, and efforts to rebuild trust across economies. The week's big message was that the world is moving toward a more fractured, higher-stakes global order, one in which systemic fault lines and geopolitical tensions are no longer background noise but central investment and policy realities.
Jan 23, 2026
Podcast
Weekly Market Impact: Jan. 20, 2026
This week, Phil talks about the latest headlines and why they’re not impacting markets, dives into new inflation data, and explains the rising success of sectors beyond the Magnificent Seven.
Jan 20, 2026
Weekly insights
Weekly Market View: Jan. 16, 2026
Retail sales indicate an overall resilient consumer helping support economic growth. Stronger wage growth and larger tax refunds in the first half of this year should provide additional spending power in the months ahead.
Jan 16, 2026
Podcast
Weekly Market Impact: Jan. 12, 2026
This week, Phil discusses his 2026 investment themes, analyzes the latest job market data, and provides an update on artificial intelligence developments.
Jan 12, 2026
Weekly insights
Market View: Week of Jan. 9, 2026
A massive 243-kilogram (535-pound) bluefin tuna sold for a record 510 million yen ($3.2 million) at the first auction of 2026 at Tokyo’s Toyosu fish market. Due to the popularity of tuna for sushi and sashimi, Pacific bluefin tuna was previously a threatened species due to climate change and overfishing, but its stock is recovering following conservation efforts.
Jan 09, 2026
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