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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.