by News Room | Dec 11, 2025 | Year End Outlook
In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more...
by News Room | Dec 1, 2025 | Market Update
In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets next year, covering the U.S. economy, stocks, and bonds. This week, we broaden our preview and tease some other...
by News Room | Nov 17, 2025 | Market Update
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. Despite a near-bear market correction in April, the S&P 500 and U.S....
by News Room | Nov 4, 2025 | Market Update
There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P 500’s market cap reported third quarter (Q3) results, including a handful of mega cap companies. Monetary policy captured most of...
by News Room | Oct 20, 2025 | Market Update
In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like canaries in coal mines once signaled invisible threats, and Jamie Dimon’s...
