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Market Opportunities Amid An Economic Rotation | Weekly Market Commentary | December 4, 2023

Opportunities abound in the markets, even during periods when the economy appears ripe for a regime shift. Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we...

Anatomy Of A Market Rally | Weekly Market Commentary | November 20, 2023

As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains. With concerns over the...

Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023

There is nothing like an eight-day winning streak to change the market narrative. Stocks have quickly gone from a correction to a comeback this month, and the S&P 500 is now challenging key resistance at 4,400. While a confirmed breakout above this level raises...

Can Muni Investors Catch A Break? We Think So | Weekly Market Commentary | November 6, 2023

It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the Bloomberg Muni Index is on track for its second calendar year of negative returns something that has never happened before. But, while...

Possible Halloween Scares For Markets And The Economy | Weekly Market Commentary | October 30, 2023

It’s a tradition here to write about what scares us around Halloween each year. The past few years have offered plenty of material to use in these annual commentaries, but with wars in Israel and Ukraine ongoing, Washington, D.C. dysfunction reaching new heights, the...
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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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