Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in.  Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion in capex, respectively.  This comes after last week’s...

Markets ended the week mixed.  With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than anticipated.  That said, despite better-than-expected results, many companies have sold off after the...

The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs.  Mega-cap Tech assumed its leadership role with the semiconductor sector having relative strength.   Nvidia announced a $20 billion deal...

US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses.  Micron Technology’s third-quarter results were excellent and helped propel technology stocks after the announcement.  Western Digital, Seagate, and Sandisk, other...

The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026.  The decision was not unanimous, as a divided Fed considered elevated inflation against a weakening labor...

Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below its October all-time high.  Economic data, some of which is quite dated, offered a mixed picture of...

The holiday-shortened week saw global financial markets trade higher. Increased optimism for a December rate cut, along with some constructive news on the AI front, catalyzed buying across risk assets. Several Fed officials indicated they were inclined to support a...

Financial markets continued to decline as investors sold AI-related stocks amid valuation concerns, while rotating into more defensive sectors such as healthcare and consumer staples.  A stellar third-quarter earnings report from NVidia prompted investors to step in...

Markets were choppy and ended the week with mixed results.  Investors poured into risk assets on the idea that the longest US government shutdown was over, but a more hawkish tone from several Fed officials recalibrated expectations for a December rate cut and...