All Insights
Search Results
Market Update- May 2026
Executive Summary Risk assets staged a sharp rebound in April. The S&P 500 climbed 10.5% in the month and went on to set a fresh all-time high in early May. It was the best monthly return since November 2020, and leadership rotated back toward mega-cap technology...
The Morning View: May 8, 2026
https://vimeo.com/1190533382 Announced this morning, the economy added 115,000 in April, more than expected and the previous month was revised higher. Reviewing the individual categories, the Retail Trade industry, the Wholesale Trade industry, and the Health Care...
Retirement Times May 2026
May 2026 This month's Retirement Times discusses the following: “Retirement Security Rule” – Latest Developments AI Used Widely (Though Not Always Wisely) for Retirement Planning Survey: Knowledge Gap Drives Retirement Plan Nonparticipation Participant Corner: Market...
Market Perspectives-April 2026
Earnings Strength but Higher Hurdles Market participation has improved meaningfully in recent weeks, with small caps and equal-weight indices beginning to outperform. While leadership remains selective, the market is transitioning from narrow concentration toward...
The Morning View: April 30, 2026
https://vimeo.com/1188110991 Announced this morning, the PCE Deflator increased 0.7% in March as expected and was up 3.5% on an annual basis, which is higher than the annual increase in the previous month. The Core PCE Deflator, which excludes food and energy prices...
Post-FOMC Thoughts – April 29, 2026
By Sam Boldrick Senior Vice President, Director of Fixed Income Jerome “Jay” Powell chaired his final meeting as head of the Federal Reserve following the Trump administration’s withdrawal of a somewhat dubious criminal investigation into renovations at the Fed’s...
The Morning View: April 21, 2026
https://vimeo.com/1185228462 In this morning’s data, Retail Sales increased by 1.7% in March, higher than expected and more than double the revised increase in the previous month. The Control Group, which is a closer measure of the inputs for GDP that excludes sales...
Fixed Income Update – April 2026
1st Quarter 2026 Fixed Income Review From September 2024 to December 2025, the Federal Open Market Committee (FOMC) reduced its fed funds policy rate by 175 basis points from a peak of 5.25%-5.50% to its current range of 3.50%-3.75%. The current monetary policy easing...
The Morning View: April 14, 2026
https://vimeo.com/1183033504 In this morning’s data, the Producer Price Index (PPI) increased 0.5% in March, much less than expected, and the same as the previous month’s revised figure. The headline rate increased 4.0% on an annualized basis. The core rate, which...
The Morning View: April 10, 2026
https://vimeo.com/1181955983 In this morning’s data, the Consumer Price Index (CPI) increased 0.9% in March, as expected. On an annual basis it grew 3.3%, a bit less than expected. Both the monthly increase and annual increase are well above the previous month’s...