Monday, 04/27/2026
Quarterly Market Insights for 1st Quarter 2026
- Energy shock fuels short-term inflation burst - Earnings growth trajectory will drive returns - AI disruption risks create wide dispersion - Private credit stress appears manageable - The Fed is on hold for now
Thursday, 02/05/2026
Quarterly Market Insights for 4th Quarter 2025
– The Fed navigates a divided path – Productivity gains could be fueling growth – Market leadership is finally broadening – Earnings growth is the primary focus – Housing policy takes center stage in 2026
Tuesday, 10/28/2025
Quarterly Market Insights for 3rd Quarter 2025
– The labor market has the Fed’s attention – Shutdowns typically have a limited market impact – Central banks have been the backbone of gold rally – The AI investment boom has accelerated – Megacap tech and small caps were 3Q25 winners
Tuesday, 07/29/2025
Quarterly Market Insights for 2nd Quarter 2025
– Tariff pivot defused April market panic – China trade truce further stoked market rally – AI CapEx and tariff pull-forward drove 1Q25 earnings – Front-loaded OBBBA supported steeper yield curve – Big Themes: AI Buildout, Reshoring, Deregulation
Sunday, 04/20/2025
Quarterly Market Insights for 1st Quarter 2025
– The DeepSeek news initiated 1Q market pressure – Tariff angst amplified volatility up through April 2 – The bond market forced the April 9 de-escalation – Gold has outshined the USD, Treasuries, and Bitcoin – Diversification is an investor’s best friend in 2025
Saturday, 02/01/2025
Quarterly Market Insights for 4th Quarter 2024
4th Quarter 2024 Market Insights – Lowered recession risk = higher bond yields – White House focused on inflation and energy policy – AI data center buildout presents opportunities – Deregulation could more than offset tariff risks
