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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…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 21-27, 2025 Q3 GDP is finally reported — and it was big! Thanks to the government shutdown in October and November, we didn’t get a chance to look at the third-quarter gross domestic product (GDP) until last Tuesday. The Atlanta Fed GDPNow indicator was calling for 3.6%…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 14-20, 2025 Markets waffle early in the first week after rate cut After the Federal Reserve cut rates for the third (and final) time in 2025, markets stumbled to start the week as they slipped back into “Big Tech over valuation, AI bubble, weak economy” mode.1 As…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 7-13, 2025 Fed cuts rates but signals pause The debate over whether or not the Federal Reserve would cut rates at its final meeting of 2025 is finally over. The Fed cut rates another 25 basis points (0.25%) last week, taking them to a target level of…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 30-Dec. 6, 2025 Market comes back as final Fed meeting of 2025 looms The market has mostly completed its comeback after the valuations and rate-cut jitters that hit us in early November subsided. Last Friday, the S&P 500 crested above its last recorded high from Oct. 28…