As the East Coast spent the week chipping away at layers of ice, markets were digging themselves out from a freeze of their own — a hard freeze of expectations. Big tech earnings, a no‑surprise Fed decision, and a new Fed chair nominee all hit at once, cracking the surface
Last week the stock market got what it wanted. A month ago, it looked like it wasn't going to get its wish. Then a surprising twist happened and suddenly the market appeared to get everything it was asking for. Just the thought of receiving this Christmas wish was enough to
Writing a weekly blog discussing the market is never easy. At times it is easy to see what is moving the market, other times it is difficult to pinpoint. Sometimes there is so much news causing wild swings in various asset classes it is nearly impossible to address everything. This
In a world where economic certainties are increasingly rare, the Federal Reserve’s latest rate cut announcement and the so-called “agreement” between the U.S. and China offer only temporary relief from deeper, long-term challenges. The markets may cheer short-term wins, but beneath the surface, unprecedented monetary stimulus, fragile global
As we wrap up September and head into the final quarter of the year, markets continue to be shaped by a mix of monetary policy shifts, economic resilience, and political uncertainty. Last week brought a rate cut from the Fed, fresh record highs in stocks, and renewed trade tensions—all
