Research
Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025
Earnings season is usually predictable quarter to quarter in the absence of economic inflection points.
Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | September 29, 2025
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.
No Risk-Free Path | Weekly Market Commentary | September 22, 2025
At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.
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Weekly Market Insights
Weekly Market Insights | Stocks Advance, Despite D.C. Shutdown
Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent. The Dow Jones Industrial...
Weekly Market Insights | Stocks React to Powell Comments, Potential Government Shutdown
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones Industrial Average slipped 0.15...
Weekly Market Insights | Fed Cuts Short-Term Interest Rates
Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial Average advanced 1.05 percent....


