Wednesday, August 5, 2026
The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI) investment.
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Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement.
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Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising.
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As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may suggest.
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As December begins, markets will continue to take directional cues from the job market, which will be key to preserving consumer spending during the important holiday shopping season.
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The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways.
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The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market
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As we navigate these crosscurrents, we encourage investors to remain diversified and consider adding equities on potential dips. Monetary and trade policy shifts, political dynamics, and corporate earnings strength...
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The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28.
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