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Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025

Printer Friendly Version With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about. Just because risks haven’t...

Cockroaches, Canaries, and Credit Markets | Weekly Market Commentary | October 20, 2025

Printer Friendly Version In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like canaries in coal mines once signaled invisible...

Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025

Printer Friendly Version Sunday, October 12 marked the third anniversary of this bull market. Three years ago, the S&P 500 closed at 3,577 as investors feared inflation would become entrenched after wholesale prices unexpectedly accelerated. After a sharp sell-off...

Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025

We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation measures, artificial intelligence (AI) investment, and currency should offset...

Recent Posts

  • Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025
  • Cockroaches, Canaries, and Credit Markets | Weekly Market Commentary | October 20, 2025
  • Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025
  • Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025
  • Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | September 29, 2025

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