Printer Friendly Version Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial intelligence (AI) bubble...
The Markets (as of market close February 6, 2026) Last week was defined by volatility as stocks whipsawed between deep, tech-led losses and a late-week rally. Wall Street experienced a mid-week selloff as investors moved away from tech and AI shares. Investors were...
After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the S&P 500 return was driven mostly by a weakening U.S. dollar, which propped up EM...
The Markets (as of market close January 30, 2026) Equities ended the week mostly lower as investors parsed through a heavy slate of fourth-quarter earnings data, economic reports, high valuations, and the Federal Reserve’s decision to maintain interest rates at...
Printer Friendly Version The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and above‑trend inflation intersect with an increasingly unsustainable fiscal trajectory. Fed Chair Jerome Powell emphasized that...
