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...
by arleneadmin | Sep 29, 2025 | Research, Weekly Market Commentary
Printer Friendly Version U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of September 26. The melt-up has been underpinned by the Federal...
by arleneadmin | Sep 22, 2025 | Research, Weekly Market Commentary
Printer Friendly Version During last week’s press conference after the Federal Reserve’s (Fed) rate decision, Chairman Jerome Powell warned his audience there is no risk-free path for interest rates right now. Inflation is above target and growth appears resilient. We...
