Outlook for 2H: 2026

Wall Street ended the week higher as investors looked past weakness in the labor market. The June jobs report showed the U.S. economy added just 57K jobs, well below expectations, while the unemployment rate unexpectedly edged down to 4.2%. The softer payrolls number...

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Tech Sell Off hits markets hard

Wall Street’s major averages ended the week with losses due to an extended selloff in semiconductor stocks and other big tech names. Among the top decliners this week were ON Semiconductor - down almost 30%; Western Digital - down 23.1%; Arm Holdings - down almost...

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The week that the War ended

Wall Street finished a holiday shortened week higher as investors balanced optimism over a US - Iran peace agreement against a more hawkish debut from Federal Reserve Chairman Kevin Warsh. The week's biggest market catalyst came from the Middle East. Stocks surged...

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The wealthy keep getting wealthier

Wall Street ended the week higher as investors weighed the latest inflation data, ongoing developments in Middle East diplomacy, and the strong debut of SpaceX. U.S. inflation accelerated in May, with the consumer price index rising 4.2% from a year earlier,...

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Sell in May and Go Away

Wall Street finished the week on top with all three major averages advancing as investors weighed signs of easing geopolitical tensions in the Middle East, a softer than expected inflation reading, and strong corporate earnings that reinforced optimism around AI...

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Stock Market Rally Running on Fumes

Wall Street ended the week mostly unchanged as investors weighed persistent inflation pressures, surging Treasury yields, and Trump’s visit to China, which concluded without major breakthroughs. Underlying inflation pressures increased in April as the Consumer Price...

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