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Podcast
Weekly Market Impact: May 18
Phil is joined by special guest Mike Gitlin, President and CEO of Capital Group, to explore the outlook for equities and fixed income.
May 18, 2026
Weekly insights
Market View: Week of May 15, 2026
Although most market participants expect the effects of higher energy costs to reverse once the Iran conflict winds down and traffic through the Strait of Hormuz normalizes, the timing of such a de-escalation remains uncertain, leaving the Fed with little conviction on monetary policy in the near term
May 18, 2026
Chart of the Month
Global Rearmament in Motion
The United States remains the clear leader in global defense spending, allocating $954 billion in 2025, far exceeding any other country.
May 18, 2026
Monthly insights
In Hot Water: El Niño’s Role in Global Markets
There will be a variety of effects from the El Niño weather system that is anticipated to develop later this year, but El Niño weather patterns are not uncommon; they occur roughly every 3-5 years. What makes this year interesting is the magnitude of the expected change in ocean temperatures.
May 11, 2026
Podcast
Weekly Market Impact: May 11
This week, Phil is joined by Matt Crosby from the Ladenburg Research team to discusses the latest market statistics and explore the impacts El Nino has on our economy.
May 11, 2026
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