by arleneadmin | Nov 3, 2025 | Research, Weekly Market Commentary
Printer Friendly Version There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P 500’s market cap reported third quarter (Q3) results, including a handful of mega cap companies. Monetary...
by arleneadmin | Oct 27, 2025 | Research, Weekly Market Commentary
Printer Friendly Version With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about. Just because risks haven’t...
by arleneadmin | Oct 20, 2025 | Research, Weekly Market Commentary
Printer Friendly Version In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like canaries in coal mines once signaled invisible...
by arleneadmin | Oct 13, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Sunday, October 12 marked the third anniversary of this bull market. Three years ago, the S&P 500 closed at 3,577 as investors feared inflation would become entrenched after wholesale prices unexpectedly accelerated. After a sharp sell-off...
by arleneadmin | Oct 6, 2025 | Research, Weekly Market Commentary
We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation measures, artificial intelligence (AI) investment, and currency should offset...
