Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week saw global financial markets trade higher. Increased optimism for a December rate cut, along with some constructive news on the AI front, catalyzed buying across risk assets. Several Fed officials indicated they were inclined to support a...
Weekly Market Commentary

Weekly Market Commentary

Financial markets continued to decline as investors sold AI-related stocks amid valuation concerns, while rotating into more defensive sectors such as healthcare and consumer staples.  A stellar third-quarter earnings report from NVidia prompted investors to step in...
Weekly Market Commentary

Weekly Market Commentary

Markets were choppy and ended the week with mixed results.  Investors poured into risk assets on the idea that the longest US government shutdown was over, but a more hawkish tone from several Fed officials recalibrated expectations for a December rate cut and...
Weekly Market Commentary

Weekly Market Commentary

Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set another all-time high.  The week began with a deal between OpenAI and AMD, sending AMD shares nearly 24% higher.  The deal catalyzed the technology sector...
Weekly Market Commentary

Weekly Market Commentary

The major US equity market indices forged another set of all-time highs as investors went all in on risk assets after the Federal Reserve announced a twenty-five basis point cut to its policy rate and telegraphed the potential for three more cuts by January 2026. The...

Weekly Market Commentary

Investors sent the S&P 500 to another all-time high in a holiday-shortened week of trading.  President Trump started the week by asking the Supreme Court to expedite a hearing to challenge the International Trade Court and the Federal Court of Appeals rulings that...