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...
March 2026 Market Update

March 2026 Market Update

March 2026 Market Update Navigating Skyrocketing Oil and Uncertainty March proved to be a turbulent month. Conflict with Iran sent oil prices skyrocketing, compounding inflation that was already proving hard to tame. Another big story from March was the March 17-18...
February 2026 Market Update

February 2026 Market Update

February 2026 Market Update A strong start and an uncertain ending Last month gave investors plenty to weigh. Job growth held firm, and corporate earnings delivered again, particularly among AI-driven companies. But inflation ticked back up, reminding us that the...
December 2025 Market Update

December 2025 Market Update

December 2025 Market Update Data Puzzle, Fed Signals, and Path Forward I hope you had a great holiday weekend! Last month looked calm on the surface, but proved more nuanced. U.S. markets spent most of November near record highs before losing momentum as AI enthusiasm...
November 2025 Market Update

November 2025 Market Update

November 2025 Market Update Fed Cuts, Tech Strength, and an Uncertain Outlook I hope you’re doing well! Recent weeks have brought significant developments — from pivotal Federal Reserve policy shifts to breakthrough advancements in technology. In October,...