Investment Commentary

Market Leadership Broadens as Rotation Continues

AI Disruption Pauses While the US Economy Remains Resilient

Market Rotation Accelerates as Manufacturing Rebounds and Al Volatility Rise

AI Disruption, Fed Pause, and Rotating Equity Leadership: What’s Driving Markets Now

Markets Reprice Risk as Fed Signals Caution and Breadth Broadens

Tariff Turbulence Fades, Underlying Trends Hold Firm

Markets Hold Steady as Value and Small Caps Lead

2026 Opens with Momentum and Cautious Optimism

2025 Market Recap: Strong Returns Across Assets, Elevated Valuations, and Falling Rates Set the Stage for 2026

Risk-On Rally as the Fed Fine-Tunes Policy and Market Leadership Broadens

Markets Rally Through Data Fog as Fed Expectations Drive Sentiment

Markets Rebound as Fed Signals December Rate Cut