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The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025

Printer Friendly Version Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba, resigned last week, which adds a potential shift in fiscal policy to...

Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025

Printer Friendly Version Some of you reading this title might think this commentary is about September seasonality. Sure, seasonality is part of our playbook and is getting a lot of attention right now. We would not be surprised if volatility were to pick up some this...

Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025

Printer Friendly Version Some of you reading this title might think this commentary is about September seasonality. Sure, seasonality is part of our playbook and is getting a lot of attention right now. We would not be surprised if volatility were to pick up some this...

Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025

Printer Friendly Version The winning streak for stocks continued in August, as the S&P 500 posted its fourth consecutive month of gains. It was an informative month for investors, as we learned that the labor market may not be as solid as expected, tariffs have...

Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025

Printer Friendly Version As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political...
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Recent Posts

  • The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
  • Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
  • Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
  • Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
  • Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025

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