Printer Friendly Version Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in...
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
The Markets (as of market close July 2, 2026) Last week’s trading session was shortened as the markets were closed on Friday, July 3, in honor of Independence Day. Wall Street saw a shift from AI and semiconductor stocks to more traditional blue-chip stocks. The...
The Markets (as of market close June 26, 2026) For just the second time in the last 13 weeks, both the S&P 500 and the NASDAQ recorded weekly losses. AI stocks, which had driven the market for much of the year, experienced a notable drop, despite favorable...
Has Stock Market Exuberance Become Irrational? Printer Friendly Version A strong quarter across major indexes. The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are...
