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    September 13, 2026

    The Week Ahead: NEVER FORGET

    Markets shifted decisively during the week from an AI capex earnings-driven backdrop to a more macro-driven and uneven tape. Rates, inflation, petroleum, and Federal Reserve expectations moved back to center stage, with all major equity indexes under pressure. The biggest market driver was the renewed surge in crude oil. Heading into what is likely to […]

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    September 7, 2026

    The Week Ahead: DO YOU REMEMBER…

    After dropping on Friday ahead of the holiday weekend, the S&P 500 ended the week with a slim gain and was about 1% shy of its mid-August record high. Equities were jostled by ‌changes in rate-path expectations and concerns that rising U.S. Treasury yields could trip up Wall Street’s rally. Markets have been consumed in recent […]

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