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Chart of the Month
Explosive AI Spending
Artificial intelligence (AI) companies have proven no different with major AI players spending heavily in hopes to accelerate innovation and reduce costs.
Jun 22, 2026
Weekly insights
Market View: Week of Jun. 19, 2026
The possibility of a rate cut before the end of the year has all but evaporated, and according to futures markets, a rate hike may now actually be on the table, but most market participants expect the central bank to remain cautious on rate policy for the time being.
Jun 22, 2026
Weekly insights
Market View: Week of Jun. 12, 2026
The Iran truce reduced one of the biggest near-term risks, but it is still more of a pause than a durable resolution, so investors are likely to keep a geopolitical premium in place until the situation proves stable. CPI and PPI were firm enough to keep inflation front and center, which means the Federal Reserve (Fed) has less room for interest rate cuts. SpaceX's debut was well absorbed, supporting risk appetite without changing the broader macro story.
Jun 15, 2026
Weekly insights
Market View: Week of Jun. 05, 2026
The services sector remains strong, marking its 23rd month of growth, while manufacturing continues to recover. Gains in activity, productivity, and investment support U.S. reshoring efforts.
Jun 08, 2026
Weekly insights
Market View: Week of May 29, 2026
Higher inflation coupled with lower wage growth is a bad combination for consumers. The Fed is unlikely to cut interest rates with inflation at current levels.
Jun 01, 2026
Weekly insights
Market View: Week of May 22, 2026
Higher mortgage rates and continued economic uncertainty stemming from the Iran conflict have created a difficult environment for the housing market. The labor market continues to show resilience, allowing the Fed some leeway to remain restrictive and focused on the other half of its dual mandate – inflation.
May 26, 2026
Monthly insights
Show Me The Money: The Age of Mega IPOs
Companies are going public at larger valuations, but that does not guarantee investors will gain proportional exposure right away. Because of nuanced index rules and the limited number of shares initially available for public purchase, investors should not expect significant exposure to new mega IPOs, despite the overall size of the companies.
May 26, 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
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