Category: Economic Commentary

VIBRANT ECONOMIC GROWTH The U.S. economy is most dependent on consumption habits, fluctuating on job and wage growth changes. While this is undoubtedly the most important factor, the U.S. economy is currently going …

Earnings Fuel August Rally On the back of another robust earnings season (the second quarter of 2026 delivered earnings growth of 52% on revenue growth of 15.5%), global stocks returned just under 3% in August. The …

U.S. Companies Grow at Rapid Pace  With 61% of the S&P 500 (largest U.S. companies) reporting earnings, this is expected to be the highest earnings growth rate since the 2nd quarter of 2021 with a growth rate of …

SEE THROUGH THE NOISE Objectivity is a key attribute to investing - focusing on data rather than emotions and market noise. Despite the near market correction (prices declining more than -10%) in March on an …

Small Companies Take the Lead  The Russell 2000 index, a representation of small-cap stocks, returned 3.7%, while the large-cap equity S&P 500 index returned -1%. The performance dispersion was a result of each …

Tech Behind Market Rally Since hitting a low in March, stocks rallied nearly 20% to extend its ninth straight weekly advance for the longest run since 2023. This long streak has only occurred a few times over the …

Stocks Look Past Higher Oil Despite a lack of a long-term resolution for the conflict in Iran and oil prices exceeding $100 per barrel, stock markets returned to an all-time high. The MSCI ACWI IMI index advanced more …

Energy Costs Spike Oil traded in New York advanced from $67 per barrel at the beginning of March to above $100 per barrel to close out the month, as traders assessed the implications of the Iranian conflict. The …

Software on Sale A sell-off in software stocks took another step lower in February, as investors reassessed the extreme prices placed on investments relying on artificial intelligence (AI) advancements. The S&P 500 …