The Great Rotation: Financials and Discretionary Lead the S&P 500 Rally Post-Fed Rate Cut
The Federal Reserve’s decision on December 10, 2025, to cut the federal funds rate for the third consecutive time has done more than just...
The Fed’s Dovish Pivot Sets the Stage for a Year-End Rally: Is an Early Santa Claus Coming to Wall Street?
The final weeks of the year are a period of intense focus for U.S. equity markets. As portfolio managers look to lock in gains...
A Volatile November Ends on a High Note, But Not All Indexes Win – End of November 2025
A Volatile November Ends on a High Note, But Not All Indexes WinNovember 2025 was a month of two tales for the U.S. stock...
Thanksgiving Rally Carves Up Records: Best Week for Stocks Since June – Week of November 28
Thanksgiving Rally Carves Up Records: Best Week for Stocks Since JuneIn a stunning reversal of the month's earlier volatility, U.S. stock markets surged during...
AI Jitters and a Tech Tumble: Markets See Red as Volatility Spikes – Week of November 14
AI Jitters and a Tech Tumble: Markets See Red as Volatility SpikesThe second week of November saw a fresh wave of volatility sweep through...
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