Category Archives: Market Update

Bright Like a Diamond

Last week saw a slate of employment data, and markets reacted poorly to a strong jobs print. We also saw labor force participation drop, as the unemployment rate pushed higher. […]

Hawkish Fed, Dovish Inflation

Last week’s abbreviated trading week saw retraction throughout markets due to hawkish Fed rate cut expectations meeting a somewhat dovish PCE inflation print. With broad equities, alts, and fixed income […]

“Summer” Break?

We come into a shortened trading week and the unofficial start of summer riding on some better-than-expected earnings, as AI demand appears strong. Last week saw mixed equity markets, weaker […]

Memes, Markets, and Memorial Day

Last week saw green tickers from equities to bonds, with bitcoin and silver the standout performers up 10.5% and 11.7%, respectively. There was also a revived focus on meme stocks, […]

A Big Week for Clarity

Last week saw U.S. equities continue their rally for a third-straight week, sailing in what were mostly uneventful waters. Earnings season is slowing down, and most are preparing for the […]

April Showers to May Flowers?

Last week saw a reversal of the pain US Equities have been feeling, with a much-wanted mid-earnings-season rebound. The rebound was driven by Tech and mega-caps showing some strong earnings […]

Cracked Circuits and Bumpy Roads

Last week saw a reversal of the pain US Equities have been feeling, with a much-wanted mid-earnings-season rebound. The rebound was driven by Tech and mega-caps showing some strong earnings […]

Taxes, Inflation, and Skittish Markets

Last week saw continued retractions in U.S. Equities and fixed income, with hotter-than-expected inflation curtailing market rate cut expectations. Gold and silver were left as winners, as inflationary pressures, in […]

Strong Employment Drives Weak Markets

The second quarter got off to a rocky start, and it was broadly brought on by good economic news. A hot jobs report paired with strong manufacturing fanned more hawkish-than-expected […]

Q1 “In The Books”

The end of the first quarter (Q1) brought news of back-to-back ‘winning’ quarters in equity markets, highlighted by the S&P up 10.26% and Russell 2000 up 4.81%. The quarter also […]