With Households Feeling Pressure, why is the Stock Market Booming?
According to the widely watched University of Michigan Consumer Sentiment Index, Americans are not feeling good about the economy.
READ MORE
August 18, 2026
Fed Rate Cut Hopes Dwindle as New Data Changes Outlook
For much of the past year, the market debate has centered on when the Fed would resume cutting interest rates.
READ MORE
August 18, 2026
Three Scenarios for Oil Prices after Peace Talks
With a 60-day ceasefire in effect and the U.S. and Iran holding peace talks, oil prices have moved meaningfully lower from their wartime highs.
READ MORE
August 18, 2026
Investing in 250 Years of American Innovation
As readers celebrate the July 4 holiday with family, we’re reminded that for nearly 250 years, the United States has been an engine of invention, innovation, and growth.
READ MORE
February 6, 2025
Is the Stock Market Rally Built to Last?
The stock market faced meaningful stress earlier this year, tied in part to the war in Iran and the surge in energy prices that followed. But the pressure didn’t last long.
July 17, 2026
Small Cap Outperformance Signals Broadening Market Rally
The Russell 2000 index of small-cap stocks has outperformed the S&P 500 index in the second quarter and over the past year, by a fairly significant margin in both periods.
July 27, 2026
What the IPO Boom Says About Risk and Sentiment
2026 is on pace to be a record year for U.S. IPOs, with proceeds already nearing the full-year high set in 2021, but the surge also raises questions about stretched valuations and a shifting supply-demand balance in equity markets.
