Research
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.
Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation recommendations. For the second straight year, as the bull market marched on, the most impactful decision we made was probably to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite elevated valuations.
Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
Our 2026 fixed income outlook calls for a rangebound rate environment, cautious Fed policy, and a modest increase in spreads within corporate credit markets.
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...