Here’s what unfolded in January, the dynamics behind the headlines, and where we’re focusing our attention.

A look at how the major indexes performed in April and the key drivers behind the moves.

A look at how markets performed in March, what drove the numbers, and where the key signals point.

A look at how markets performed in February, the dynamics behind the numbers, and where we are focusing our attention.

Last month looked calm on the surface, but proved more nuanced.

Recent weeks have brought significant developments — from pivotal Federal Reserve policy shifts to breakthrough advancements in technology. In October, markets also faced an unusual challenge: a data “fog” from the government shutdown that underscored the value of maintaining a diversified and adaptive portfolio approach. Meanwhile, sustained momentum in AI and cloud computing has reinforced mega-cap technology’s leadership, providing stability even as questions around inflation and labor markets persist.

Today, we’re breaking down the latest economic data, Fed actions, and what they could mean for your portfolio this fall. Our goal remains the same: to keep you informed and well-positioned as we navigate the months ahead.

August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn inflation. The economy remains strong, but consumer spending and labor data show signs to watch, as tariffs push up prices

July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. With all of this activity, I wanted to reach out today with a quick overview of what to know as we head into August.

June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the Federal Reserve is remaining cautious. Read on for key highlights from last month.