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Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026

Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026

by junaidadmin | Sep 8, 2026 | Market Commentary

Printer Friendly Version August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level...

Weekly Market Insights | Stocks Upbeat on AI; Warsh: “Less is More.”

by junaidadmin | Aug 31, 2026 | Market Insights

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while the Nasdaq...
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026

Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026

by junaidadmin | Aug 31, 2026 | Market Commentary

Printer Friendly Version LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in transition. Value has reasserted itself into the market’s psyche after a long period in...

Weekly Market Insights | Stocks Slip; Attention Shifts to Bonds

by junaidadmin | Aug 25, 2026 | Market Insights

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average slipped 0.85 percent. The...
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026

Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026

by junaidadmin | Aug 24, 2026 | Market Commentary

Printer Friendly Version As we wrote earlier this month, earnings have provided a strong foundation for stocks this year. With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to...
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Recent Posts

  • Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
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  • Weekly Market Commentary | The Debt Math, Explained: Treasury Market Stress | October 05, 2026
  • Weekly Market Insights | Stocks Advance; Investors’ Attention on What’s Next.

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