Weekly Market Brief

Labor Market Softens, Inflation Cools, and Global Tensions Weigh on Markets

Rising jobless claims, cooling inflation, and escalating Middle East tensions created mixed signals, as investors considered a softening labor market, possible Fed rate cuts, and renewed geopolitical risks.

Weekly Market Brief

Job Market Cools, Growth Stocks Surge, and U.S.-China Talks Resume

Job growth slowed in May, with private payrolls missing expectations, but strong job openings suggest labor demand remains healthy.

CIO In Your Corner

S&P 500 Regains Momentum as Tech Stocks Surge

After a volatile spring, May brought a market rebound driven by tech strength, solid earnings, and cooling inflation — reminding investors that staying the course can pay off.

Weekly Market Brief

Uncertainty Persists Amid New Inflation Data, Court Ruling on Tariffs

Markets are assessing mixed economic signals – including lower-than-anticipated inflation, a surprise ruling on tariffs, and a slightly improved GDP revision – as speculation builds around the Federal Reserve’s next move.

Weekly Market Brief

Growth Returns, But Inflation and Policy Risks Weigh on Markets

U.S. business activity is picking up and bond yields are rising, but inflation concerns and a divisive tax bill are keeping markets on edge.

Weekly Market Brief

Growth Slows, Inflation Eases and Trade Dynamics Continue to Shift

Trade tensions ease as the U.S. and China cut tariffs, while April data shows slowing growth, manageable inflation, and a widening gap between sentiment and actual economic activity.

Weekly Market Brief

Market Recovers Amid Trade Optimism While Fed Remains Patient

Investor confidence improved following initial trade agreements and steady interest rate policy, signaling cautious optimism in the economic outlook.

CIO In Your Corner

After a Wild Ride, U.S. Stocks Rally

In this month's commentary, CIO Matthew Rubin discusses how April tested investors' resolve, yet a cautious optimism springs.

Does Stress Create Strength?

Domestic equities struggle. Public policy uncertainty looms. Here are the challenges and opportunities shaping market performance.

Silhouette of man looking out of window covered in asset management and wealth graphics.

Asset Management Viewpoints: European Resurgence

As international markets surge in 2025, discovering underlying factors and implications for investors becomes essential in navigating the shifting landscape.