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Wednesday, July 1, 2026 June Recap 2026To the Moon (or Mars)? SpaceX IPO highlights the power of the AI narrative as enthusiasm continues to surround the broader ecosystem of companies viewed as enabling the next phase of technological growth.
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Monday, June 1, 2026 May Recap 2026Fed transition underway. Kevin Warsh assumes the role of Fed Chair with growth and inflation trending in opposite directions.
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Friday, May 1, 2026 April Recap 2026Earnings power. Strong quarterly earnings fuel global rally and reinforce the case for diversification.
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Tuesday, March 31, 2026 March Recap 2026Global artery remains closed. March hands back the quarter's gains as the Strait of Hormuz stays shut and inflation anxiety returns.
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Saturday, February 28, 2026 February Recap 2026Winter Crosscurrents. Strong global equity markets in February were shrouded by escalating tension in the Middle East.
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Saturday, January 31, 2026 January Recap 2026AI Frostbite. Disruption from AI paves way for assets outside of U.S. large cap.
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Monday, December 1, 2025 December Monthly Market Recap 2025No Santa Claus Rally. Domestic markets narrowly notch positive returns as a weaker dollar propels non-US markets into record levels.
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Saturday, November 1, 2025 November Monthly Market Recap 2025What the recent commotion in markets reveals about the underlying cycle.
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Wednesday, October 1, 2025 October Monthly Market Recap 2025Higher Highs. As the party keeps going, how important are all-time highs?
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Monday, September 1, 2025 September Monthly Market Recap 2025Resilience and Rotation: Fed cuts, global optimism and sector shifts define the month.
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Friday, August 1, 2025 August Monthly Market Recap 2025Rates Set the Price, Liquidity Sets the Terms. Markets run higher ahead of Fed rate announcement.
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Tuesday, July 1, 2025 July Monthly Market Recap 2025Calm Above, Currents Below. Strong earnings season and resilient economy gives way to a weak July employment report.
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Thursday, May 1, 2025 May Monthly Market Recap 2025Imperfect Independence. A brief review of Fed Independence.
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Tuesday, April 1, 2025 April Monthly Market Recap 2025From Liberation to Limbo. Trade policy shockwaves are just beginning to reverberate.
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Saturday, March 1, 2025 March Monthly Market Recap 2025Trumpenomics. Investors rotate toward certainty as President Trump seeks to reshape the economy.
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Saturday, February 1, 2025 February Monthly Market Recap 2025Growth Scare Hits Risk Assets. High valuations come with high expectations. U.S. equity markets step back on growth concerns.