Research
Early Keys to 2026 | Weekly Market Commentary | November 17, 2025
As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.
AI Infrastructure: A New Pillar of Economic Growth | Weekly Market Commentary | November 10, 2025
AI-related business investment is rapidly becoming a cornerstone of U.S. economic growth, marking a structural shift in how expansion is financed and sustained. In the first half of 2025, investment in information-processing equipment and software — largely driven by AI infrastructure — is a small yet mighty slice of the economy, yet contributed a majority to economic growth during that period.
From Micro to Macro: A Busy Week of Market-Moving Data | Weekly Market Commentary | November 3, 2025
The S&P 500 is over halfway through Q3 earnings season, and results have been impressive. Of the 318 companies that have reported results, 83% have surpassed earnings per share (EPS) estimates, notably above the 10-year average beat rate of 75%, according to FactSet.
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Weekly Market Insights
Weekly Market Insights | Washington D.C. Resumes Business
Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the Nasdaq Composite Index slipped...
Weekly Market Insights | Tough Week for Tech Stocks
Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index dropped 3.04 percent. The Dow...
Weekly Market Insights | Markets Rise, Fed Cautious
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the tech-heavy Nasdaq Composite...