Research
The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
Productivity growth is the key mechanism that allows the U.S. economy to expand above its long‑run trend without reigniting inflation.
Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
Policy dynamics ranging from robust central‑bank gold purchases to evolving trade and geopolitical strategies significantly influenced price action across the metals landscape. Together with structural supply shortages and rising industrial demand, these factors have created a powerful backdrop that continues to shape market volatility and performance. In this week’s Weekly Market Commentary, we explore the drivers behind the strength in metals, the associated risks, and the outlook for the durability of the rally.
Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report.
Outlook
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Weekly Market Insights
Weekly Market Insights | Stocks Bumpy, Awaiting Fed Meeting
Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while the Nasdaq Composite Index...
Weekly Market Insights | Stocks Take Flight for Holiday Week
Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones Industrial Average advanced...
Weekly Market Insights | AI Delivers Rocky Week for Stocks
Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index declined 2.74 percent. The Dow...