August 28th, 2026
There are a couple of publications that come out every year that we look forward to reading. The first is a survey of market forecasts from major investment firms. We know these forecasts, known as capital market assumptions (CMAs), are…
August 21st, 2026
The US national debt, bond yields, and the bond market were hot topics for investors this week. First of all, the US national debt crossed the $40 trillion mark this week. It took 9 years to go from $10T to…
August 7th, 2026
The July jobs report released this morning came as a shock to the markets as the US economy unexpectedly lost 23,000 jobs versus an expected 83,000 job gain. According to the Bureau of Labor Statistics (BLS), the greatest job “losses”…
July 31st, 2026
We got our first look at US economic growth for the 2nd quarter this week and it showed the US economy grew at a 1.5% rate, a little slower than expected. After growing at an annual rate of 2.1% in…
July 24th, 2026
Escalation of hostilities in the Middle East has increased uncertainty in the markets this month as stock prices are jerked higher and lower due to daily shifts in investor sentiment. One day, markets are ruled by optimism in corporate earnings…
July 17th, 2026
Major stock indices entered the second half of the year with US stocks (blue) and non-US stocks (green) up roughly 10%, while bonds (red) and gold (pink) have struggled so far this year. After a nice rebound from the March…
June 26th, 2026
Markets are looking to finish in the red for the week as big US tech companies are leading the decline. Tensions have eased in the Middle East and, remarkably, oil has returned to the pre-war prices of late February so…
June 12th, 2026
Markets were jerked around by news out of the Middle East again this week as traders are quickly reacting to any potential hint of short-term direction for energy prices. Optimism continues to reign as oil prices were ultimately lower for…
June 5th, 2026
The jobs report for May was released this morning, and it showed that the actual number of jobs created last month was more than double what was forecasted. The Dow Jones consensus estimate was for 80,000 new jobs to be…
May 29th, 2026
And the markets have bounced back since the losses we experienced in March. In fact, most major stock indices are now at all-time highs and May is wrapping up as another positive month for most investors. Tech stocks pushed the…
