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Category: Weekly Newsletter

This Week on Wall Street – Week of August 4th

Markets opened the week on a positive note, rebounding from Friday’s sharp losses as investor sentiment improved.

Last Week on Wall Street – August 1st, 2025

Last Week on Wall Street - February 21st, 2025

S&P 500: -2.36% DOW: -2.92%
NASDAQ:-2.17% 10-YR Yield: 4.23%

This Week on Wall Street – Week of July 28th

Markets kicked off the week with renewed optimism following a newly announced trade agreement between the U.S. and the European Union.

Last Week on Wall Street – July 26th, 2025

Last Week on Wall Street - February 21st, 2025

S&P 500: 1.52% DOW: 1.26%
NASDAQ:1.18% 10-YR Yield: 4.39%

This Week on Wall Street – Week of July 21st

Markets started the week on a positive note, lifted by strong early earnings results and signs that tensions between the US and China may be easing.

Last Week on Wall Street – July 19th, 2025

Last Week on Wall Street - February 21st, 2025

S&P 500: 0.62% DOW: -0.06%
NASDAQ:1.50% 10-YR Yield: 4.43%

This Week on Wall Street – Week of July 14th

Markets opened the week on edge after President Trump unveiled a sweeping set of tariff threats aimed at the EU, Mexico, and Russia.

Last Week on Wall Street – July 12th, 2025

Last Week on Wall Street - February 21st, 2025

S&P 500: -0.32% DOW: -1.03%
NASDAQ:-0.8% 10-YR Yield: 4.42%

This Week on Wall Street – Week of July 7th

Investors returned from the long holiday weekend with a cautious tone as tariff concerns resurfaced.

Last Week on Wall Street – July 4th, 2025

Last Week on Wall Street - February 21st, 2025

S&P 500: 2.25% DOW: 3.38%
NASDAQ:2.15% 10-YR Yield: 4.34%

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Research & Insights

Annual Outlook

2025 Market Outlook – Gravity’s Edge: Teetering Between Ascent and Recovery

Last year, markets and the economy defied gravity, climbing higher even as elevated interest rates generated heavy drag. Equities soared, duration suffered, and businesses remained remarkably
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Insights

Bitcoin in Portfolios

Bitcoin. It’s a word that excites some and unnerves others. Once confined to the domain of Reddit forums and your eccentric cousins’ Thanksgiving rants, it has
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Quarterly Commentary

Q2 2025 Market Commentary

Q2 2025 Market Commentary: Equities, Tariffs & Fixed-Income Outlook Table of Contents Domestic Equities At first glance, the 2nd quarter market commentary appears positive, with major

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Weekly Newsletter

This Week on Wall Street – Week of September 15th

Into Fed week we go with markets stuck in a familiar cycle.
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