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The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
While much has (rightfully) been made of the ongoing debt and deficit spending here in the U.S., the fiscal positions of major developed economies reveal profound disparities in debt management and long-term trend sustainability. Mounting government obligations could have significant implications on economic stability and monetary policy flexibility if not remedied.

Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
The S&P 500 has gained more than 30% since its low on April 8, 2025, and is up 5% since the index fully recovered its early-year correction losses on June 27, 2025 (with a close of 6,144).

Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
The end of Labor Day weekend often arrives with a bittersweet tone — it’s a final salute to summer’s warmth and leisure before the cool air of fall arrives for much of the country.

Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political pressures, personnel changes, and internal divisions over monetary policy direction.
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