by arleneadmin | Nov 17, 2025 | Research, Weekly Market Commentary
Printer Friendly Version In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. Despite a near-bear market correction in April,...
by arleneadmin | Nov 10, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data centers, software, and other AI-related investments reveal the structural...
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...
