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Election Day Takeaways | Weekly Market Commentary | November 11, 2024

Printer Friendly Version The clouds of uncertainty parted last week as former President Donald Trump decisively won the U.S. election, making him the second U.S. president to win non-consecutive terms (Grover Cleveland was the first to do it back in 1892). Investors...

Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024

Printer Friendly Version As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best...

What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024

Printer Friendly Version Stocks have done so well this year that it’s fair to say market participants haven’t feared much. But just because risks haven’t affected markets lately doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we...

What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024

Printer Friendly Version Stocks have done so well this year that it’s fair to say market participants haven’t feared much. But just because risks haven’t affected markets lately doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we...

Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024

Printer Friendly Version The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). That low bar and a supportive economic environment points to potential upside. However, stocks may...
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Recent Posts

  • Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | Weekly Market Commentary | February 2, 2026
  • The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
  • Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
  • Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026

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