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Category Archives: Economy

June 26, 2026 Market Recap & Outlook: A Rotation Week. Growth Falls, Value Holds, Bonds Rally.
Large-cap technology and emerging markets gave back ground while value, mid-caps, and real estate advanced, as the Strait of Hormuz standoff dragged on and the Fed’s preferred inflation gauge hit a three-year high. The U.S.-Iran agreement was tested again over…

June 19, 2026 Market Recap & Outlook: A Deal Signed, a Strait Reopened, and Then a Weekend Reversal.
Markets advanced for a second straight week as oil fell toward $80, the U.S.-Iran agreement was signed in Geneva on Friday, and tankers began moving through the Strait of Hormuz. The Federal Reserve held rates in Kevin Warsh’s first meeting…

June 12, 2026 Market Recap & Outlook: A Broad Rebound, a Record IPO, and a Sunday Peace Deal
Markets recovered from the prior week’s losses as small caps and value led a broad advance, SpaceX completed the largest IPO in history, and inflation hit a three-year high. Then, on Sunday, June 14, the headline investors had awaited for…

June 5, 2026 Market Recap & Outlook: Nine Weeks Ends. A Guidance Gap and a Jobs Surprise Reset Markets.
The S&P 500’s longest winning streak since 2023 ended as two catalysts converged on Friday: Broadcom’s AI chip guidance fell short of elevated expectations, dragging the semiconductor complex lower, and the May jobs report nearly doubled the consensus forecast, eliminating…

May 29, 2026 Market Recap & Outlook: Nine Straight, as AI Earnings and Iran Diplomacy Lift All Markets
In a compressed four-day trading week following the Memorial Day holiday, U.S. equity markets charged to fresh all-time highs across all three major indices, with the S&P 500 posting its ninth consecutive weekly gain, the longest winning streak since 2023….

May 22, 2026 Market Recap & Outlook: Eight Straight Weeks of Gains, as Markets Climb Every Wall of Worry
The U.S. equity market posted its eighth consecutive weekly gain on Friday, May 22, with the Dow Jones Industrial Average closing at a new all-time record, as a convergence of extraordinary AI earnings, late-week oil price declines on Iran peace…

May 15, 2026 Market Recap & Outlook: Bond Markets Revolt, as Inflation Refuses to Yield
A week that began with the confirmation of a new Federal Reserve chairman ended with a global bond rout that is rewriting assumptions about where interest rates are headed. The April consumer price index, released Tuesday, showed inflation running at…

May 8, 2026 Market Recap & Outlook: Markets Rally on Diplomacy Hopes, Iran Talks Collapse Over the Weekend
Equity markets staged a broad rally this week, with the S&P 500 gaining 2.4% as diplomatic optimism around a potential Strait of Hormuz resolution briefly pulled oil prices sharply lower and lifted risk appetite across global markets. The 10-year Treasury…

May 1, 2026 Market Recap & Outlook: Big Tech Delivers, Energy Pressures Mount
An extraordinary week for corporate earnings, headlined by blockbuster results from Alphabet, Amazon, Meta, Microsoft, and Apple, propelled the S&P 500 to a 0.9% weekly gain, lifting the index’s year-to-date return to 6.0%. The Federal Reserve held interest rates unchanged…
