Weekly Market Commentary: September 14 – 18, 2026
The Fed Hiked. Now What? For the First Time in Over Three Years, the Fed Raised Rates – and Signaled It Is Not Done This week, the Federal Reserve did what markets had been anticipating for months: it raised interest rates. On Wednesday, September 16, the Federal Open Market Committee voted unanimously – 12 […]
Student of the Market: September 2026
Student of the Market is a monthly market commentary series that helps advisors and investors interpret current market conditions through historical trend review, economic analysis, and portfolio insights. Read More
Weekly Market Commentary: September 8 – 11, 2026
The Inflation Verdict Is In – and Markets Are Listening This week, U.S. capital markets were anchored to a single question: Would August inflation data give the Federal Reserve enough cover to hold rates steady at its September 15-16 meeting – or seal the case for the first rate hike since 2023? On Friday, the […]
Weekly Market Commentary: August 31 – September 4, 2026
The Labor Market Just Handed the Fed Its Best Argument Yet for a September Rate Hike Weekly Market Commentary: August 31 – September 4, 2026 We entered this week with markets finely balanced between two possibilities: a Federal Reserve that holds rates steady at its September 15–16 meeting, or one that delivers the first rate […]
Weekly Market Commentary: August 24 – 28, 2026
The Fed Drew a Line in the Sand at Jackson Hole — What It Means for Your Portfolio Weekly Market Commentary: August 24 – 28, 2026 This week, two major forces tested investors’ resolve: a Federal Reserve chair who made clear the fight against inflation is not over, and a technology company that once […]
Weekly Market Commentary: August 17 – 21, 2026
Three consecutive weeks of gains. Then the bond market spoke and everything changed. Week of August 18–21, 2026 The S&P 500’s three-week winning streak ended this week not because earnings disappointed or the economy deteriorated, but because the bond market finally demanded to be heard. The 30-year U.S. Treasury yield briefly touched 5.33% on Monday, its highest intraday level […]
Student of the Market: August 2026
Student of the Market is a monthly market commentary series that helps advisors and investors interpret current market conditions through historical trend review, economic analysis, and portfolio insights. Read More
Weekly Market Commentary: August 10 -14, 2026
Three in a Row: Inflation cooled. Retail sales missed. Oil surged. Stocks closed at a new record high. This week, the market absorbed every mixed signal thrown at it — and kept climbing. Markets do not move in straight lines – but this week came close. The S&P 500 extended its winning streak to […]
Weekly Market Commentary: August 3 – 7, 2026
The economy unexpectedly lost 23,000 jobs last month. The S&P 500 hit an all-time high. Here is why that is not as contradictory as it sounds – When Bad News Becomes Good News: The Week the Jobs Report Rewired the Market There is a phrase that experienced investors know well – “bad news is good […]
Weekly Market Commentary: July 27 – 31, 2026
The Fed just had its most divided vote in years. Three members wanted a rate hike. Here is what that split tells long-term investors about where we are in this cycle. A 9-3 Vote, Oil at $87, and the Most Consequential Fed Decision of 2026 On Wednesday, July 29, the Federal Reserve held […]