CIO In Your Corner

January Delivered Steady Fundamentals and Broadening Market Leadership

January’s market gains were driven by strengthening fundamentals and a broadening of leadership beyond mega-cap tech, underscoring the importance of staying diversified and invested amid policy uncertainty.

Weekly Market Brief

Economic Signals Hold Steady as Growth Remains Intact and Government Averts a Lengthy Shutdown

A temporary government shutdown, stable labor data, and resilient services activity reinforced signs of continued economic momentum.

Weekly Market Brief

U.S. Economic Update: Fed Pauses, Labor Holds Firm, and Inflation Pressures Reemerge

Markets digested a patient Fed amid leadership changes, steady labor conditions, widening trade gaps, and renewed inflation signals from rising service costs.

Weekly Market Brief

Markets Signal Stability as Labor, Inflation, and Rates Hold Their Ground

A resilient labor market, stable inflation readings, and modestly lower Treasury yields shaped market sentiment heading into upcoming Fed decisions.

Weekly Market Brief

Economic Signals Point to Stability as Inflation Eases and the Fed Pauses

Economic data pointed to stability rather than slowdown, with easing inflation and subdued hiring shaping expectations for the Fed’s next policy steps.

Weekly Market Brief

Markets Enter the Year on Solid Ground as Growth, Labor, and Housing Signals Diverge

Markets opened the year with early gains as resilient growth met cooling labor trends and mixed housing signals.

CIO In Your Corner

Strong Markets and Higher Expectations Require Discipline in 2026

After a year of strong but uneven returns, 2026 calls for disciplined, diversified investing as markets normalize, expectations rise, and long-term perspective becomes increasingly critical.

Weekly Market Brief

Economic Signals Point to Underlying Stability Across Key Markets

Investors weighed signs of labor market resilience, easing inflation pressures, and improving conditions across bonds and housing as markets opened the new year.

Weekly Market Brief

Economy Show Signs of Cooling as Markets Are Poised for Broadening Growth

A cooling labor market, moderating inflation, and expectations for broader profit growth shaped investor outlook heading into year-end.

Weekly Market Brief

Key Economic Developments Highlight Fed Division, Labor Market Cooling, and House Action on Private-Market Access

Investors digested mixed signals from a divided Fed, signs of labor market cooling, and developments in private-market access as the rate outlook came into focus.