Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Find Market Commentary content
As Tech Struggles, Other Sectors Pick up the Pace
Will the Bitcoin Halving Cycle Persist?
2 Minutes on the Markets | U.S. Insights
Reading the Markets After Fed Chair Warsh’s Debut
2026 Mid-Year Outlook: Municipal Bonds
Sample Fundamental Value Investing Plan
2 Minutes on the Markets | Fixed Income Insights
Midyear Outlook for Equities & Fixed Income
2026 Mid-Year Outlook: Global Equity