Jobs, Retail Sales, and One Risk to Watch Closely
August 12, 2026
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August 9, 2026
The Week Ahead: NEGATIVE MICHAEL JORDAN?
Stocks posted a second straight week of gain and the S&P 500 closed above 7,700 for the first time ever earlier this week. The Nasdaq gained over 5% thanks to a bounce-back in chip stocks as the iShares Semiconductor ETF (SOXX) rallied more than 7% this week. The Dow, also had a nice run as all three indexes […]
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August 2, 2026
The Week Ahead: WHO NEEDS A BIG MAC?
The artificial intelligence trade roared back to life this week with solid earnings, and increased spending plans. That was for three of the market’s four largest hyperscalers that stoked a massive rebound in chip stocks. There was also the biggest one day-gain for South Korea’s Kospi index on record. Microsoft added $450 billion in value on […]
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July 25, 2026
The Week Ahead: STOP SPENDING!
Renewed geopolitical risk, rising oil prices, and disappointing reactions to mega-cap earnings gave investors plenty to digest this week. The two biggest market headlines this week were GOOGL’s capex spending and renewed escalation in the Middle East. More on the GOOGL spending below. Brent crude traded above $100 per barrel, while the U.S. benchmark, West […]
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July 19, 2026
The Week Ahead: UH OH AI
Wall Street’s major averages declined this week after a continuous sell-off in semiconductor stocks rattled the markets, while tensions in the Middle East persisted. A rotation from semiconductor investments was a big theme of the week that was, with real estate and energy sectors in the S&P 500 advancing while communication services, utilities, and information […]
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July 12, 2026
The Week Ahead: Here We Go Again
SECOND QUARTER EARNINGS The U.S.-Iran war seemingly erupted again this week, but the market ultimately shrugged it off. The S&P 500 rose to end just short of a record high on Friday, as a blockbuster Nasdaq debut of South Korea’s SK Hynix fueled optimism about memory-chip makers, while investors looked ahead to quarterly earnings season kicking […]
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