July 2026 Market Update

July 2026 Market Update

July 2026 Market Update Inflation and Fed Uncertainty July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the labor market held steady even though the Federal Reserve grew more cautious without a rate hike....
June 2026 Market Update

June 2026 Market Update

June 2026 Market Update Resilient Economy and Nervous Markets Last month, growth held firm, and the labor market held stable even as financial conditions quietly tightened beneath the surface. Equity indices were mixed, and inflation stayed unrelenting. The Federal...
May 2026 Market Update

May 2026 Market Update

May 2026 Market Update A Steady Economy with Sticky Inflation May delivered a familiar tension. The U.S. economy kept expanding, driven by resilient consumer spending and surging AI investment, yet rising energy prices tied to the U.S. Iran conflict stoked inflation,...
January 2026 Market Update

January 2026 Market Update

January 2026 Market Update A Market in Transition I hope this message finds you well. Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Housing showed renewed momentum as...
April 2026 Market Update

April 2026 Market Update

April 2026 Market Update AI, Energy, Inflation, and Rates U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle...