Market Updates
Read our latest market commentary
Energy Disruptions Drive Market Volatility Higher
Global equity markets declined for a fourth consecutive week as ongoing conflict in Iran and uncertainty around global energy supply contributed to elevated volatility.
Markets Navigate Energy Shock and Inflation Risks
Economic data showed inflation remaining above target and growth expectations softening, contributing to increased discussion around the risk of slower growth alongside persistent price pressures.
Stocks Slide Amid Geopolitical and Energy Pressures
Global equity markets declined during the week as rising energy prices and geopolitical tensions weighed on investor sentiment.
Markets Weigh Inflation and AI Risks
Treasury yields fell below 4% for the first time in 2026, contributing to lower mortgage rates, even as wholesale inflation data reduced expectations for near-term Federal Reserve rate cuts.
Tariff Decision Reshapes Trade Landscape
Markets posted gains during a holiday-shortened week as investors digested mixed economic data and a significant Supreme Court ruling on tariffs.
Earnings Strength Met Slower Job Growth
Equities declined during the week as investors rotated out of technology shares, while developed and emerging international markets posted gains.
Stocks Diverged as AI Spending was Scrutinized
Equities saw sharp swings, with the Dow setting a new high while tech stocks pulled back amid AI investment scrutiny.
Equities Advanced While Commodities Saw Turbulence
The Federal Reserve held interest rates steady as expected, while heavy investment-grade bond issuance highlighted continued corporate borrowing activity.
Stock Volatility as Policy Headlines Shift
Markets were modestly lower in a holiday-shortened but volatile week, driven by shifting tariff rhetoric and elevated policy uncertainty.
Rates Rise as Economic Data Stays Firm
Inflation data showed continued progress toward the Federal Reserve’s target, though rising input costs and political uncertainty around the Fed weighed on sentiment.
Stocks Rally as Market Breadth Improves
Economic data showed continued softness in job growth and manufacturing activity, alongside geopolitical developments in Venezuela that reshaped energy market dynamics and contributed to commodity price volatility.
Global Markets Mixed to Start New Year
U.S. equities finished the holiday-shortened week lower but rebounded on the first trading day of 2026, while emerging markets outperformed following a strong Friday rally.
Stocks Reach New Highs in Holiday Week
U.S. equities finished the holiday-shortened week higher, with the S&P 500 reaching a new all-time high amid light trading volumes and continued support from corporate earnings.
Markets React as Inflation Data Raises Questions
Treasury yields moved sharply during the week as investors weighed cooler inflation data against skepticism surrounding missing CPI components and methodology changes.
Tech Stocks Lag After Fed Decision
Markets were mixed for the week as investors rotated out of technology stocks following the Federal Reserve’s rate cut and renewed questions around artificial intelligence spending.
Markets Steady Ahead of Key Fed Meeting
Markets ended the week modestly higher as investors looked ahead to the upcoming Federal Reserve meeting, where a rate cut is widely anticipated.
Stocks Rally as Rate Cut Optimism Builds
Equity markets rebounded sharply during the holiday-shortened week, fueled by optimism that the Federal Reserve will cut rates in December.
Markets Pull Back Amid Fed Rate Uncertainty
Equity markets declined this week, with the S&P 500 down 2.0% amid Fed rate policy uncertainty and mixed reactions to Nvidia's earnings. The September jobs report showed 119,000 jobs added, but the unemployment rate rose to 4.4%, the highest in nearly four years. Markets are now pricing in 72% odds of a Fed rate cut at the December 10th policy meeting.
Markets Steady as Government Reopened and Yields Rose
U.S. stocks were mixed for the week as investors rotated out of technology and into value-oriented sectors while reassessing the likelihood of a December Fed rate cut.
Markets Pull Back as AI Stocks Weaken
U.S. stocks ended lower for the week as investors took profits in technology shares following strong recent gains.