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Market Perspectives-June 2026
MARKETS ARE PRICING RESOLUTION Key Themes This Month Markets looked beyond the headlines. While investors focused on AI, geopolitics, and the Fed, market breadth quietly improved as leadership expanded beyond mega-cap technology into smaller companies and economically...
The Morning View: June 25, 2026
https://vimeo.com/1204539762 In this morning’s data, the PCE Deflator increased 0.4% in May, slightly less than expected, and was up 4.1% on an annual basis. The annual increase was again higher than the previous month. The Core PCE Deflator, which excludes food and...
Post-FOMC Thoughts – June 17, 2026
Fed Chair Warsh Sets the Stage for Sweeping Reforms In his first FOMC meeting as Fed Chair, Kevin Warsh presided over an FOMC committee that decided unanimously not to amend their current stance on monetary policy (i.e., no change to the present range for the Fed...
The Morning View: June 16, 2026
https://vimeo.com/1201835154 In this morning’s data, Housing Starts were just 1,177,000 in May, much less than expected and a -15.4% decrease from the previous month’s revised figure. In addition, Building Permits were 1,413,000 in May, slightly less than expected,...
The Morning View: June 10, 2026
https://vimeo.com/1200125914 In this morning’s data, the Consumer Price Index (CPI) increased 0.5% in May, as expected. On an annual basis, it grew 4.2%, also as expected and markedly higher than the previous month’s annual increase. The core rate, which excludes...
Market Update- June 2026
Summary •The spring rally continued. The S&P 500 returned 5.3% in May and closed the month at a record high, extending April’s surge and marking one of the strongest two-month stretches in years. •Technology stocks led for a second consecutive month. •Oil prices...
The Morning View: June 5, 2026
https://vimeo.com/1198804944 In this morning’s data, the economy added 172,000 jobs in May, much higher than expected, and the previous month was also revised higher. Reviewing the individual categories, the Leisure and Hospitality industry, the Health Care and...
Retirement Times June 2026
June 2026 This month's Retirement Times discusses the following: Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options Retirement Expectations vs. Reality: What Workers May be Getting Wrong New Retirement Plan Guidance for Faith-based...
Market Perspectives-May 2026
MARKETS ARE PRICING RESOLUTION Markets reached record highs during May as investors increasingly discounted a tentative ceasefire between the United States and Iran, helping propel the Nasdaq 100 up more than 20%, the Russell 2000 up nearly 18%, and the S&P 500 up...
The Morning View: May 12, 2026
https://vimeo.com/1191557163 Announced this morning, the Consumer Price Index (CPI) increased 0.6% in April, as expected. On an annual basis, it grew 3.8%, slightly higher than expected and considerably higher than the previous month’s increase. The core rate, which...