Weekly Market Commentary

Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data. Semiconductor names continued to come under pressure, especially the memory names, as the sector

US markets finished the week mixed in volatile trade. The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech names and semiconductors powered the

The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8 trillion in market value. The Semiconductor sector recorded its best quarter

Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples. Concerns about the return on investment from a massive capital-expenditure binge

Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of

It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the largest IPO in history, and received elevated inflation readings. The US and

qqwe The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade

Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire

Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to ensure our freedom. Markets took a step forward last week in what

US equity markets finished the week mixed in volatile trade. Hotter-than-expected inflation data, coupled with increased tensions in the Middle East, sent US Treasury yields significantly higher. The US-China summit ended with

Global markets hit record highs as Q1 earnings continued to exceed expectations. Despite continued tensions in the Middle East and the Strait of Hormuz effectively closed, investors bought mega-cap technology issues alongside

Global markets had mixed results last week as headlines about the US-Iran conflict continued to affect trade. Conflicting reports of the US and Iran meeting to negotiate a ceasefire came and went