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Weekly Market Commentary THE WEEK IN REVIEW: March 1-7, 2026 Iran conflict, oil prices send stocks lower and bond yields higher We focus on financial data or earnings most of the time, and most of the time the markets ebb and flow whichever way the data dictates. But when you have a geopolitical shock, all…

Weekly Market Commentary THE WEEK IN REVIEW: Feb. 22-28, 2026 Markets had another rough week The fallout from the Supreme Court’s Feb. 13 decision about the president’s use of tariffs under the International Emergency Economic Powers Act (IEEPA) and continued AI worries took a bite out of markets last Monday. And things didn’t get much…

Weekly Market Commentary THE WEEK IN REVIEW: Feb. 15-21, 2026 Markets shrug off low GDP report Normally, bad news is, well, bad. But a weak fourth-quarter gross domestic product (GDP) number didn’t seem to faze markets. We haven’t closed above 7,000 on the S&P 500 in 2026, but have come tantalizingly close.1 We did close…

Weekly Market Commentary THE WEEK IN REVIEW: Feb. 8-14, 2026 Markets take another step back as ‘consolidation’ sets in The markets continued their wild gyrations last week, hitting records one day and giving up all year-to-date gains the next. If you look at the S&P 500’s performance so far this year, it’s an up-and-down, peak-to-valley…

Weekly Market Commentary THE WEEK IN REVIEW: Feb. 1-7, 2026 The wild trading continues We started the week with a partial government shutdown, which was quickly resolved.1 However, funding for the Department of Homeland Security remains a point of friction and will pop up again when temporary funding runs out on Friday, Feb. 13.2 Then…

Weekly Market Commentary THE WEEK IN REVIEW: Jan. 25-31, 2026 Trump taps Warsh for Fed chair January came to an end last week — and we can’t say the final week of the first month was uneventful. To no one’s surprise, the Federal Reserve didn’t cut rates for the fourth consecutive time at its first…

Weekly Market Commentary THE WEEK IN REVIEW: Jan. 18-24, 2026 Markets go for wild ride after Greenland dust-up We were greeted with an ugly little sell-off on Tuesday, and the markets had a horrible day to start the holiday-shortened week.1 The Dow closed down 870 points (-1.80%), the S&P 500 lost 143 points (-2.1%) and…

Weekly Market Commentary THE WEEK IN REVIEW: Jan. 11-17, 2026 Markets have an up-and-down week We set records on Monday for all three major U.S. indices, but we have yet to hit 7,000 on the S&P 500 and 50,000 on the Dow.1,2 News broke over the weekend that the Justice Department was launching an investigation…

Weekly Market Commentary THE WEEK IN REVIEW: Jan. 4-10, 2026 Market advances to start 2026 Markets started the first week of 2026 with a vengeance, with the Dow and S&P 500 setting new highs on both Tuesday and Friday.1,2 The stimulus for the upward movement appeared to be the arrest and extraction of Venezuela’s President…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 28, 2025 – Jan. 3, 2026 S&P 500 fails to reach 7,000 but still has above average year! The market petered out in the final week of 2025, and we failed to reach the 7,000 level on the S&P 500.1 Thanks to a shorter week due to…