https://dempseyanddrumm.com/ 2026-10-07T10:17:10+00:00 https://dempseyanddrumm.com/markets-shrug-off-debt-levels-weekly-market-commentary-february-1-2021/ 2021-02-02T13:30:06+00:00 https://dempseyanddrumm.com/client-letter-stay-the-course-february-4-2021/ 2021-02-08T03:16:18+00:00 https://dempseyanddrumm.com/raising-gdp-and-stock-market-forecasts-weekly-market-commentary-february-8-2021/ 2021-02-08T23:51:24+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-february-9-2021/ 2021-02-10T12:25:53+00:00 https://dempseyanddrumm.com/the-search-for-income-weekly-market-commentary-february-16-2021/ 2021-02-17T15:40:42+00:00 https://dempseyanddrumm.com/sustainable-investing-year-in-review-weekly-market-commentary-february-22-2021/ 2021-02-23T00:25:56+00:00 https://dempseyanddrumm.com/here-comes-the-earnings-boom-weekly-market-commentary-march-1-2021/ 2021-03-02T14:49:31+00:00 https://dempseyanddrumm.com/rising-rates-and-stock-market-performance-weekly-market-commentary-march-8-2021/ 2021-03-09T12:20:44+00:00 https://dempseyanddrumm.com/client-letter-the-return-of-normal-is-approaching-march-4-2021/ 2021-03-09T12:20:54+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-march-9-2021/ 2021-03-12T14:25:15+00:00 https://dempseyanddrumm.com/march-madness-stock-market-edition-weekly-market-commentary-march-15-2021/ 2021-03-16T12:01:18+00:00 https://dempseyanddrumm.com/second-year-of-the-bull-market-begins-weekly-market-commentary-march-22-2021/ 2021-03-23T00:28:02+00:00 https://dempseyanddrumm.com/the-brink-of-an-inflation-crisis-weekly-market-commentary-march-29-2021/ 2021-03-30T00:25:33+00:00 https://dempseyanddrumm.com/client-letter-spring-into-a-positive-outlook-april-1-2021/ 2021-04-02T12:38:24+00:00 https://dempseyanddrumm.com/raising-forecastsagain-weekly-market-commentary-april-5-2021/ 2021-04-06T03:25:05+00:00 https://dempseyanddrumm.com/the-earnings-boom-is-here-weekly-market-commentary-april-12-2021/ 2021-04-13T14:18:13+00:00 https://dempseyanddrumm.com/peak-optimism-weekly-market-commentary-april-19-2021/ 2021-04-21T12:19:35+00:00 https://dempseyanddrumm.com/is-all-the-good-news-priced-in-weekly-market-commentary-april-26-2021/ 2021-04-27T07:52:30+00:00 https://dempseyanddrumm.com/client-letter-out-of-the-shadows-may-6-2021/ 2021-05-07T08:16:16+00:00 https://dempseyanddrumm.com/time-to-sell-in-may-weekly-market-commentary-may-3-2021/ 2021-05-07T08:16:23+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-may-11-2021/ 2021-05-17T21:01:33+00:00 https://dempseyanddrumm.com/stock-market-gains-likely-to-slow-weekly-market-commentary-may-24-2021-2/ 2021-05-25T10:50:23+00:00 https://dempseyanddrumm.com/economy-picking-up-speed-weekly-market-commentary-may-17-2021-2/ 2021-05-25T10:51:12+00:00 https://dempseyanddrumm.com/proceed-with-caution-in-the-bond-market-weekly-market-commentary-june-1-2021/ 2021-06-04T09:29:50+00:00 https://dempseyanddrumm.com/client-letter-gearing-up-for-summer-june-3-2021/ 2021-06-04T13:45:30+00:00 https://dempseyanddrumm.com/policy-shifts-may-challenge-market-weekly-market-commentary-june-72021/ 2021-06-08T14:01:04+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-june-9-2021/ 2021-06-14T18:54:58+00:00 https://dempseyanddrumm.com/sustainable-investing-becoming-mainstream-in-fixed-income-weekly-market-commentary-june-142021/ 2021-06-14T19:27:18+00:00 https://dempseyanddrumm.com/inflation-and-what-the-fed-is-saying-weekly-market-commentary-june-212021/ 2021-06-22T09:34:28+00:00 https://dempseyanddrumm.com/three-things-that-worry-us-weekly-market-commentary-june-28-2021/ 2021-06-29T13:52:42+00:00 https://dempseyanddrumm.com/client-letter-midyear-outlook-2021-picking-up-speed-july-8-2021/ 2021-07-09T16:45:08+00:00 https://dempseyanddrumm.com/three-things-to-watch-this-earnings-season-weekly-market-commentary-july-12-2021/ 2021-07-13T16:05:22+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-july-15-2021/ 2021-07-19T10:26:04+00:00 https://dempseyanddrumm.com/midyear-outlook-2021-picking-up-speed-weekly-market-commentary-july-19-2021/ 2021-07-20T14:38:16+00:00 https://dempseyanddrumm.com/six-surprises-so-far-in-2021-weekly-market-commentary-july-26-2021/ 2021-07-27T17:37:55+00:00 https://dempseyanddrumm.com/five-things-to-know-heading-into-august-weekly-market-commentary-august-2-2021/ 2021-08-03T16:21:17+00:00 https://dempseyanddrumm.com/client-letter-six-months-and-counting-august-5-2021/ 2021-08-06T17:11:07+00:00 https://dempseyanddrumm.com/covid-update-delta-variant-market-impact-weekly-market-commentary-august-9-2021/ 2021-08-10T14:08:12+00:00 https://dempseyanddrumm.com/corporate-america-does-it-again-weekly-market-commentary-august-16-2021/ 2021-08-17T16:23:08+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-august-17-2021/ 2021-08-19T19:45:40+00:00 https://dempseyanddrumm.com/why-stagflation-isnt-in-the-cards-weekly-market-commentary-august-23-2021/ 2021-08-24T02:57:28+00:00 https://dempseyanddrumm.com/poking-the-bear-weekly-market-commentary-august-30-2021/ 2021-08-31T16:36:41+00:00 https://dempseyanddrumm.com/client-letter-the-bull-market-continues-september-2-2021/ 2021-09-06T20:36:42+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-september-9-2021/ 2021-09-14T13:03:02+00:00 https://dempseyanddrumm.com/policy-risks-loom-but-clarity-ahead-weekly-market-commentary-september-13-2021/ 2021-09-16T10:11:00+00:00 https://dempseyanddrumm.com/revisiting-our-10-year-treasury-yield-forecast-weekly-market-commentary-september-20-2021/ 2021-09-21T11:06:41+00:00 https://dempseyanddrumm.com/to-z-or-not-to-z-weekly-market-commentary-september-27-2021/ 2021-09-28T06:04:42+00:00 https://dempseyanddrumm.com/early-thoughts-on-2022-weekly-market-commentary-october-4-2021/ 2021-10-05T08:26:29+00:00 https://dempseyanddrumm.com/client-letter-change-may-bring-opportunities-october-7-2021/ 2021-10-13T12:26:15+00:00 https://dempseyanddrumm.com/answering-the-top-debt-ceiling-questions-weekly-market-commentary-october-11-2021/ 2021-10-13T12:26:25+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-october-11-2021/ 2021-10-13T12:26:30+00:00 https://dempseyanddrumm.com/q3-earnings-preview-less-upside-weekly-market-commentary-october-18-2021/ 2021-10-19T10:29:20+00:00 https://dempseyanddrumm.com/bullish-setup-into-year-end-weekly-market-commentary-october-25-2021/ 2021-10-26T10:40:03+00:00 https://dempseyanddrumm.com/5-things-that-might-spook-markets-weekly-market-commentary-november-1-2021/ 2021-11-03T05:54:40+00:00 https://dempseyanddrumm.com/client-letter-many-reasons-to-be-thankful-november-4-2021/ 2021-11-05T10:55:20+00:00 https://dempseyanddrumm.com/developed-international-if-not-now-when-weekly-market-commentary-november-8-2021/ 2021-11-09T14:28:03+00:00 https://dempseyanddrumm.com/a-peek-at-peak-inflation-weekly-market-commentary-november-15-2021/ 2021-11-16T19:57:58+00:00 https://dempseyanddrumm.com/three-reasons-to-be-thankful-weekly-market-commentary-november-22-2021/ 2021-11-23T11:08:45+00:00 https://dempseyanddrumm.com/will-omicron-ruin-the-santa-rally-weekly-market-commentary-december-6-2021/ 2021-12-08T06:52:40+00:00 https://dempseyanddrumm.com/client-letter-holiday-resilience-december-2-2021/ 2021-12-08T06:52:46+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-december-1-2021/ 2021-12-08T06:52:51+00:00 https://dempseyanddrumm.com/economic-outlook-for-2022-weekly-market-commentary-december-13-2021/ 2021-12-14T23:41:49+00:00 https://dempseyanddrumm.com/market-outlook-for-2022-weekly-market-commentary-december-20-2021/ 2021-12-22T13:56:48+00:00 https://dempseyanddrumm.com/client-letter-new-beginnings-in-2022-january-6-2022/ 2022-01-06T22:33:53+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-january-3-2022/ 2022-01-06T22:33:58+00:00 https://dempseyanddrumm.com/three-2021-market-lessons-for-2022-weekly-market-commentary-january-3-2022/ 2022-01-06T22:34:39+00:00 https://dempseyanddrumm.com/how-much-higher-can-treasury-yields-go-weekly-market-commentary-december-27-2021/ 2022-01-06T22:36:20+00:00 https://dempseyanddrumm.com/can-corporate-america-keep-it-rolling-weekly-market-commentary-january-10-2022/ 2022-01-11T09:57:59+00:00 https://dempseyanddrumm.com/dont-expect-the-fed-to-end-this-bull-anytime-soon-weekly-market-commentary-january-18-2022/ 2022-01-19T08:20:30+00:00 https://dempseyanddrumm.com/potential-catalysts-for-a-turnaround-weekly-market-commentary-january-24-2022/ 2022-01-26T20:34:41+00:00 https://dempseyanddrumm.com/sustainable-investing-year-in-review-weekly-market-commentary-january-31-2022/ 2022-02-01T20:56:42+00:00 https://dempseyanddrumm.com/client-letter-moving-forward-after-a-pullback-january-24-2022/ 2022-02-01T20:56:46+00:00 https://dempseyanddrumm.com/which-region-will-get-the-gold-in-2022-weekly-market-commentary-february-7-2022/ 2022-02-08T15:51:11+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-february-3-2022/ 2022-02-08T15:51:17+00:00 https://dempseyanddrumm.com/client-letter-stocks-road-ahead-february-3-2022/ 2022-02-08T15:51:21+00:00 https://dempseyanddrumm.com/the-valentines-day-index-weekly-market-commentary-february-14-2022/ 2022-02-15T22:02:26+00:00 https://dempseyanddrumm.com/strong-earnings-momentum-to-start-2022-weekly-market-commentary-february-22-2022/ 2022-02-22T21:00:29+00:00 https://dempseyanddrumm.com/client-letter-positivity-amidst-uncertainty-february-24-2022/ 2022-02-28T01:19:10+00:00 https://dempseyanddrumm.com/how-soon-are-rate-hikes-coming-weekly-market-commentary-february-28-2022/ 2022-03-01T21:43:08+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-march-7-2022/ 2022-03-14T08:33:08+00:00 https://dempseyanddrumm.com/client-letter-navigating-geopolitical-tensions-march-3-2022/ 2022-03-14T08:33:12+00:00 https://dempseyanddrumm.com/ready-set-hike-weekly-market-commentary-march-14-2022/ 2022-03-16T12:44:02+00:00 https://dempseyanddrumm.com/downshift-in-u-s-growth-but-still-above-trend-march-7-2022/ 2022-03-16T12:44:22+00:00 https://dempseyanddrumm.com/in-defense-of-core-bonds-weekly-market-commentary-march-21-2022/ 2022-03-22T00:14:59+00:00 https://dempseyanddrumm.com/tempering-our-enthusiasm-weekly-market-commentary-march-28-2022/ 2022-03-28T22:49:29+00:00 https://dempseyanddrumm.com/our-stock-market-final-four-weekly-market-commentary-april-4-2022/ 2022-04-07T01:12:25+00:00 https://dempseyanddrumm.com/headwinds-to-global-growth-weekly-market-commentary-april-11-2022/ 2022-04-12T22:13:05+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-april-7-2022/ 2022-04-12T22:13:10+00:00 https://dempseyanddrumm.com/client-letter-a-ways-to-go-april-7-2022/ 2022-04-12T22:13:14+00:00 https://dempseyanddrumm.com/what-to-watch-this-earnings-season-weekly-market-commentary-april-18-2022/ 2022-04-19T14:04:47+00:00 https://dempseyanddrumm.com/likely-protection-from-near-term-recession-weekly-market-commentary-april-25-2022/ 2022-04-26T08:00:07+00:00 https://dempseyanddrumm.com/why-you-shouldnt-sell-in-may-this-year-weekly-market-commentary-may-2-2022/ 2022-05-03T14:09:18+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-may-4-2022/ 2022-05-09T04:16:32+00:00 https://dempseyanddrumm.com/client-letter-april-showers-bring-may-flowers-may-4-2022/ 2022-05-09T04:16:36+00:00 https://dempseyanddrumm.com/client-letter-an-attractive-entry-point-april-28-2022/ 2022-05-09T04:16:40+00:00 https://dempseyanddrumm.com/have-we-really-seen-extreme-pessimism-yet-weekly-market-commentary-may-9-2022/ 2022-05-10T08:34:16+00:00 https://dempseyanddrumm.com/client-letter-volatility-continues-may-11-2022/ 2022-05-12T05:56:43+00:00 https://dempseyanddrumm.com/corporate-america-delivers-weekly-market-commentary-may-16-2022/ 2022-05-18T00:30:38+00:00 https://dempseyanddrumm.com/dawn-of-a-new-era-for-bonds-weekly-market-commentary-may-23-2022/ 2022-05-27T09:10:18+00:00 https://dempseyanddrumm.com/looking-through-the-clouds-weekly-market-commentary-may-31-2022/ 2022-06-01T00:36:14+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-june-2-2022/ 2022-06-05T02:56:48+00:00 https://dempseyanddrumm.com/client-letter-bull-market-hangs-by-a-thread-june-1-2022/ 2022-06-05T02:56:50+00:00 https://dempseyanddrumm.com/economy-slowing-but-not-shrinking-weekly-market-commentary-june-6-2022/ 2022-06-08T14:33:50+00:00 https://dempseyanddrumm.com/is-the-60-40-portfolio-dead-weekly-market-commentary-june-13-2022/ 2022-06-15T08:40:28+00:00 https://dempseyanddrumm.com/bear-market-question-and-answer-weekly-market-commentary-june-21-2022/ 2022-06-25T16:46:49+00:00 https://dempseyanddrumm.com/client-letter-a-bear-market-is-officially-here-june-14-2022/ 2022-06-25T16:46:51+00:00 https://dempseyanddrumm.com/relief-at-the-pump-and-for-portfolios-weekly-market-commentary-june-27-2022/ 2022-06-28T16:55:16+00:00 https://dempseyanddrumm.com/constructive-not-complacent-weekly-market-commentary-july-5-2022/ 2022-07-06T21:12:07+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-july-7-2022/ 2022-07-11T11:40:56+00:00 https://dempseyanddrumm.com/client-letter-looking-forward-july-5-2022/ 2022-07-11T11:40:58+00:00 https://dempseyanddrumm.com/managing-volatility-weekly-market-commentary-july-18-2022/ 2022-07-21T14:02:38+00:00 https://dempseyanddrumm.com/client-letter-midyear-outlook-2022-navigating-turbulence-july-12-2022/ 2022-07-21T14:02:41+00:00 https://dempseyanddrumm.com/three-factors-that-could-change-the-course-of-inflation-weekly-market-commentary-july-25-2022/ 2022-07-26T11:42:18+00:00 https://dempseyanddrumm.com/what-a-week-weekly-market-commentary-august-1-2022/ 2022-08-03T14:28:12+00:00 https://dempseyanddrumm.com/case-for-recession-weakens-weekly-market-commentary-august-8-2022/ 2022-08-09T18:15:18+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-august-3-2022/ 2022-08-09T18:15:21+00:00 https://dempseyanddrumm.com/client-letter-big-week-for-market-watchers-august-3-2022/ 2022-08-09T18:15:24+00:00 https://dempseyanddrumm.com/start-of-a-new-bull-market-weekly-market-commentary-august-15-2022/ 2022-08-15T17:32:23+00:00 https://dempseyanddrumm.com/where-will-housing-go-from-here-weekly-market-commentary-august-22-2022/ 2022-08-23T09:04:51+00:00 https://dempseyanddrumm.com/earnings-recap-still-hanging-in-there-weekly-market-commentary-august-29-2022/ 2022-08-30T15:52:40+00:00 https://dempseyanddrumm.com/calendar-cruelty-weekly-market-commentary-september-6-2022/ 2022-09-07T13:42:29+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-september-7-2022/ 2022-09-08T14:36:17+00:00 https://dempseyanddrumm.com/client-letter-the-best-and-worst-of-times-september-7-2022/ 2022-09-08T14:36:20+00:00 https://dempseyanddrumm.com/getting-jobs-market-back-into-balance-weekly-market-commentary-september-12-2022/ 2022-09-13T13:47:48+00:00 https://dempseyanddrumm.com/how-much-higher-can-rates-go-weekly-market-commentary-september-19-2022/ 2022-09-20T11:41:01+00:00 https://dempseyanddrumm.com/taking-advantage-of-higher-yields-weekly-market-commentary-september-26-2022/ 2022-09-27T10:05:49+00:00 https://dempseyanddrumm.com/client-letter-better-times-ahead-september-28-2022/ 2022-10-03T18:15:19+00:00 https://dempseyanddrumm.com/xi-jinpings-influence-to-be-tested-weekly-market-commentary-october-3-2022/ 2022-10-04T12:14:35+00:00 https://dempseyanddrumm.com/client-letter-could-the-worst-be-behind-us-october-5-2022/ 2022-10-07T12:52:40+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-october-5-2022/ 2022-10-07T14:12:56+00:00 https://dempseyanddrumm.com/pockets-of-vulnerabilities-weekly-market-commentary-october-10-2022/ 2022-10-10T22:39:47+00:00 https://dempseyanddrumm.com/low-bar-for-earnings-season-weekly-market-commentary-october-17-2022/ 2022-10-18T14:22:50+00:00 https://dempseyanddrumm.com/three-things-to-know-about-recessions-weekly-market-commentary-october-24-2022/ 2022-10-25T12:11:53+00:00 https://dempseyanddrumm.com/federal-reserve-preview-trick-or-treat-weekly-market-commentary-october-31-2022/ 2022-11-01T15:51:58+00:00 https://dempseyanddrumm.com/client-letter-looking-ahead-november-2-2022/ 2022-11-03T09:01:14+00:00 https://dempseyanddrumm.com/how-midterm-elections-may-move-markets-weekly-market-commentary-november-7-2022/ 2022-11-08T17:18:16+00:00 https://dempseyanddrumm.com/inflation-and-rising-rates-supported-value-in-2022-weekly-market-commentary-november-14-2022/ 2022-11-15T10:44:50+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-november-8-2022/ 2022-11-15T10:44:53+00:00 https://dempseyanddrumm.com/playbook-for-a-fed-pivot-weekly-market-commentary-november-21-2022/ 2022-11-22T15:54:11+00:00 https://dempseyanddrumm.com/resilient-consumers-have-not-saved-retail-stocks-weekly-market-commentary-december-5-2022/ 2022-12-07T22:47:56+00:00 https://dempseyanddrumm.com/global-portfolio-strategy-december-7-2022/ 2022-12-12T00:30:06+00:00 https://dempseyanddrumm.com/client-letter-outlook-2023-finding-balance-december-6-2022/ 2022-12-12T00:30:08+00:00 https://dempseyanddrumm.com/market-stocks-and-bonds-lessons-learned-from-2022-weekly-market-commentary-january-9-2023/ 2023-01-13T17:45:22+00:00 https://dempseyanddrumm.com/pessimism-may-be-overdone-weekly-market-commentary-january-17-2023/ 2023-01-23T20:33:35+00:00 https://dempseyanddrumm.com/a-feisty-bull-bear-debate-weighing-the-pros-and-cons-weekly-market-commentary-january-23-2023/ 2023-01-27T19:42:25+00:00 https://dempseyanddrumm.com/will-januarys-market-hit-the-trifecta-the-seasonal-indicators-weekly-market-commentary-january-30-2023/ 2023-01-31T17:49:16+00:00 https://dempseyanddrumm.com/brightening-outlook-for-international-equities-weekly-market-commentary-february-6-2023/ 2023-02-06T20:16:56+00:00 https://dempseyanddrumm.com/trying-to-stick-to-the-landing-weekly-market-commentary-february-13-2023/ 2023-02-13T19:08:50+00:00 https://dempseyanddrumm.com/whats-changed-and-what-it-could-mean-weekly-market-commentary-february-21-2023/ 2023-02-21T17:19:12+00:00 https://dempseyanddrumm.com/debt-ceiling-primer-weekly-market-commentary-february-27-2023/ 2023-02-27T19:26:27+00:00 https://dempseyanddrumm.com/no-landing-no-sense-weekly-market-commentary-march-6-2023/ 2023-03-06T18:22:45+00:00 https://dempseyanddrumm.com/latest-equity-asset-alocation-views-weekly-market-commentary-march-13-2023/ 2023-03-13T19:10:57+00:00 https://dempseyanddrumm.com/wading-through-financal-stability-risks-an-action-plan-weekly-market-commentary-march-20-2023/ 2023-03-20T16:19:51+00:00 https://dempseyanddrumm.com/the-36-hour-svb-collapse-and-hierarchy-of-blame-weekly-market-commentary-march-27-2023/ 2023-03-27T16:41:20+00:00 https://dempseyanddrumm.com/who-is-right-fed-or-markets-weekly-market-commentary-april-3-2023/ 2023-04-03T16:09:53+00:00 https://dempseyanddrumm.com/earnings-preview-malaise-continues-weekly-market-commentary-april-10-2023/ 2023-04-10T16:13:33+00:00 https://dempseyanddrumm.com/a-closer-look-at-commercial-real-estate-weekly-market-commentary-april-17-2023/ 2023-04-17T16:40:23+00:00 https://dempseyanddrumm.com/draining-the-lifeblood-of-the-economy-weekly-market-commentary-april-24-2023/ 2023-04-24T16:09:25+00:00 https://dempseyanddrumm.com/sell-in-may-weekly-market-commentary-may-1-2023/ 2023-05-01T15:58:20+00:00 https://dempseyanddrumm.com/king-dollar-still-rules-weekly-market-commentary-may-8-2023/ 2023-05-08T16:37:03+00:00 https://dempseyanddrumm.com/earnings-update-better-than-feared-undersells-these-results-weekly-market-commentary-may-15-2023/ 2023-05-15T16:11:40+00:00 https://dempseyanddrumm.com/will-history-rhyme-a-fed-pause-has-been-good-for-fixed-income-weekly-market-commentary-may-22-2023/ 2023-05-22T16:16:12+00:00 https://dempseyanddrumm.com/closing-out-our-equities-overweight-weekly-market-commentary-june-5-2023/ 2023-06-05T17:35:32+00:00 https://dempseyanddrumm.com/fomc-preview-skip-pause-or-hike-weekly-market-commentary-june-12-2023/ 2023-06-12T16:49:33+00:00 https://dempseyanddrumm.com/market-responses-to-fed-inaction-weekly-market-commentary-june-20-2023/ 2023-06-20T16:29:31+00:00 https://dempseyanddrumm.com/new-bull-may-need-a-breather-weekly-market-commentary-june-26-2023/ 2023-06-26T16:48:12+00:00 https://dempseyanddrumm.com/capital-markets-the-essence-of-american-capitalism-weekly-market-commentary-july-03-2023/ 2023-07-03T16:25:34+00:00 https://dempseyanddrumm.com/earnings-need-to-do-some-heavy-lifting-to-keep-this-rally-going-weekly-market-commentary-july-17-2023/ 2023-07-17T16:43:08+00:00 https://dempseyanddrumm.com/still-waiting-on-the-fed-weekly-market-commentary-july-24-2023/ 2023-07-24T16:53:20+00:00 https://dempseyanddrumm.com/a-cloudy-outlook-makes-for-choppy-markets-weekly-market-commentary-july-31-2023/ 2023-07-31T16:28:55+00:00 https://dempseyanddrumm.com/key-earnings-season-takeaways-weekly-market-commentary-august-7-2023/ 2023-08-07T16:24:24+00:00 https://dempseyanddrumm.com/how-this-u-s-debt-downgrade-is-different-from-2011-weekly-market-commentary-august-14-2023/ 2023-08-14T16:24:45+00:00 https://dempseyanddrumm.com/pullback-perspective-weekly-market-commentary-august-21-2023/ 2023-08-21T16:31:42+00:00 https://dempseyanddrumm.com/lessons-learned-from-the-grand-tetons-weekly-market-commentary-august-28-2023/ 2023-08-28T16:19:26+00:00 https://dempseyanddrumm.com/what-is-normal-weekly-market-commentary-august-28-2023/ 2023-09-05T16:50:44+00:00 https://dempseyanddrumm.com/the-growing-list-and-politicization-of-brics-and-friends-weekly-market-commentary-september-11-2023/ 2023-09-11T16:47:53+00:00 https://dempseyanddrumm.com/buy-japan-hold-u-s-sell-europe-weekly-market-commentary-september-18-2023/ 2023-09-18T16:24:27+00:00 https://dempseyanddrumm.com/is-india-the-new-china-weekly-market-commentary-september-25-2023/ 2023-09-25T16:54:58+00:00 https://dempseyanddrumm.com/prospects-for-a-fourth-quarter-rally-weekly-market-commentary-october-2-2023/ 2023-10-02T16:54:41+00:00 https://dempseyanddrumm.com/rates-hold-key-to-potential-fourth-quarter-rally-weekly-market-commentary-october-9-2023/ 2023-10-09T21:34:45+00:00 https://dempseyanddrumm.com/earnings-hope-to-keep-this-one-year-old-bull-market-going-weekly-market-commentary-october-16-2023/ 2023-10-16T16:14:31+00:00 https://dempseyanddrumm.com/can-something-good-come-from-a-crisis-weekly-market-commentary-october-23-2023/ 2023-10-23T16:17:43+00:00 https://dempseyanddrumm.com/possible-halloween-scares-for-markets-and-the-economy-weekly-market-commentary-october-30-2023/ 2023-10-30T16:28:43+00:00 https://dempseyanddrumm.com/can-muni-investors-catch-a-break-we-think-so-weekly-market-commentary-november-6-2023/ 2023-11-06T16:37:41+00:00 https://dempseyanddrumm.com/is-the-stock-market-correction-over-weekly-market-commentary-november-13-2023/ 2023-11-13T16:16:22+00:00 https://dempseyanddrumm.com/anatomy-of-a-market-rally-weekly-market-commentary-november-20-2023/ 2023-11-20T18:49:43+00:00 https://dempseyanddrumm.com/market-opportunities-amid-an-economic-rotation-weekly-market-commentary-december-4-2023/ 2023-12-04T20:44:13+00:00 https://dempseyanddrumm.com/discord-in-the-opecoil-patch-weekly-market-commentary-december-11-2023/ 2023-12-11T19:23:30+00:00 https://dempseyanddrumm.com/key-equity-themes-for-2024-weekly-market-commentary-december-18-2023/ 2023-12-18T16:50:32+00:00 https://dempseyanddrumm.com/outlook-2024-a-turning-point/ 2023-12-26T17:47:38+00:00 https://dempseyanddrumm.com/lessons-learned-in-2023-weekly-market-commentary-january-2-2024/ 2024-01-02T19:09:04+00:00 https://dempseyanddrumm.com/china-2024-faces-demanding-challenges-weekly-market-commentary-january-8-2024/ 2024-01-08T16:44:45+00:00 https://dempseyanddrumm.com/magnificent-seven-and-margins-are-keys-to-q4-earnings-season-weekly-market-commentary-january-16-2024/ 2024-01-16T19:00:27+00:00 https://dempseyanddrumm.com/will-shipping-disruptions-alter-fed-plans-weekly-market-commentary-january-22-2024/ 2024-01-22T16:17:25+00:00 https://dempseyanddrumm.com/is-too-much-optimism-priced-in-weekly-market-commentary-january-29-2024/ 2024-01-29T17:13:58+00:00 https://dempseyanddrumm.com/will-the-january-barometer-come-through-weekly-market-commentary-february-5-2024/ 2024-02-05T17:03:18+00:00 https://dempseyanddrumm.com/outlook-for-u-s-economy-continues-to-brighte-weekly-market-commentary-february-12-2024/ 2024-02-12T16:08:11+00:00 https://dempseyanddrumm.com/treasuries-whos-buying-and-why-it-matters-weekly-market-commentary-february-20-2024/ 2024-02-20T17:39:24+00:00 https://dempseyanddrumm.com/buybacks-are-back-weekly-market-commentary-february-26-2024/ 2024-02-26T16:41:55+00:00 https://dempseyanddrumm.com/super-six-drives-solid-earnings-season-weekly-market-commentary-march-4-2024/ 2024-03-04T18:36:11+00:00 https://dempseyanddrumm.com/gold-shines-brighter-than-ever-weekly-market-commentary-march-11-2024/ 2024-03-11T16:30:28+00:00 https://dempseyanddrumm.com/a-busy-and-perhaps-historic-week-for-central-banks-weekly-market-commentary-march-18-2024/ 2024-03-18T16:13:38+00:00 https://dempseyanddrumm.com/a-busy-and-perhaps-historic-week-for-central-banks-weekly-market-commentary-march-18-2024-2/ 2024-03-18T16:39:17+00:00 https://dempseyanddrumm.com/navigating-the-strategic-investing-landscape-weekly-market-commentary-march-25-2024/ 2024-03-25T22:16:59+00:00 https://dempseyanddrumm.com/ipos-as-a-market-tell-what-a-recent-uptick-could-mean-weekly-market-commentary-april-1-2024/ 2024-04-02T17:01:34+00:00 https://dempseyanddrumm.com/what-to-watch-this-earnings-season-weekly-market-commentary-april-8-2024/ 2024-04-08T18:23:50+00:00 https://dempseyanddrumm.com/revisiting-energy-weekly-market-commentary-april-15-2024/ 2024-04-15T16:01:22+00:00 https://dempseyanddrumm.com/the-ever-changing-market-narrative-weekly-market-commentary-april-22-2024-2/ 2024-04-22T17:31:23+00:00 https://dempseyanddrumm.com/that-was-quite-a-week-weekly-market-commentary-april-29-2024/ 2024-04-29T17:05:11+00:00 https://dempseyanddrumm.com/sell-in-may-maybe-not-weekly-market-commentary-may-6-2024/ 2024-05-06T16:58:11+00:00 https://dempseyanddrumm.com/preferred-securities-still-our-preferred-non-core-bond-sector-weekly-market-commentary-may-13-2024/ 2024-05-13T18:17:37+00:00 https://dempseyanddrumm.com/hows-it-going-depends-on-who-you-ask-weekly-market-commentary-may-20-2024/ 2024-05-20T16:12:00+00:00 https://dempseyanddrumm.com/earnings-are-doing-their-part-weekly-market-commentary-may-28-2024/ 2024-05-28T16:37:28+00:00 https://dempseyanddrumm.com/adjusting-the-sector-sails-weekly-market-commentary-june-3-2024/ 2024-06-03T16:41:13+00:00 https://dempseyanddrumm.com/india-at-the-crossroads-weekly-market-commentary-june-10-2024/ 2024-06-10T17:04:52+00:00 https://dempseyanddrumm.com/keep-calm-and-clip-bond-coupons-weekly-market-commentary-june-17-2024/ 2024-06-17T16:20:42+00:00 https://dempseyanddrumm.com/artificial-intelligence-the-antidote-to-fed-policy-weekly-market-commentary-june-24-2024/ 2024-06-24T19:28:16+00:00 https://dempseyanddrumm.com/double-digit-earnings-growth-on-tap-weekly-market-commentary-july-1-2024/ 2024-07-01T16:56:04+00:00 https://dempseyanddrumm.com/key-themes-for-stocks-in-the-second-half-of-2024-weekly-market-commentary-july-15-2024/ 2024-07-15T16:13:28+00:00 https://dempseyanddrumm.com/key-themes-for-bonds-in-the-second-half-of-2024-weekly-market-commentary-july-22-2024/ 2024-07-22T16:54:11+00:00 https://dempseyanddrumm.com/key-themes-for-the-macroeconomic-landscape-in-the-second-half-of-2024-weekly-market-commentary-july-29-2024/ 2024-07-29T16:16:29+00:00 https://dempseyanddrumm.com/thoughts-on-global-selloff-and-the-dollars-path-to-decompressing-weekly-market-commentary-august-5-2024/ 2024-08-05T17:32:15+00:00 https://dempseyanddrumm.com/pullbacks-are-common-but-painful-weekly-market-commentary-august-12-2024/ 2024-08-12T16:57:13+00:00 https://dempseyanddrumm.com/stock-and-bond-market-faqs-from-the-field-weekly-market-commentary-august-19-2024/ 2024-08-19T17:08:40+00:00 https://dempseyanddrumm.com/its-go-time-for-the-federal-reserve-weekly-market-commentary-august-26-2024/ 2024-08-26T16:15:17+00:00 https://dempseyanddrumm.com/russia-to-host-brics-summit-2024-amid-heightened-geopolitical-conflict-weekly-market-commentary-september-3-2024/ 2024-09-03T16:03:10+00:00 https://dempseyanddrumm.com/second-quarter-earnings-recap-good-not-great-weekly-market-commentary-september-9-2024/ 2024-09-09T16:11:23+00:00 https://dempseyanddrumm.com/election-implications-on-the-municipal-market-weekly-market-commentary-september-16-2024/ 2024-09-16T15:49:15+00:00 https://dempseyanddrumm.com/policy-crosscurrents-potential-market-impacts-weekly-market-commentary-september-23-2024/ 2024-09-23T16:40:46+00:00 https://dempseyanddrumm.com/gold-rally-is-no-flash-in-the-pan-weekly-market-commentary-september-30-2024/ 2024-09-30T16:03:37+00:00 https://dempseyanddrumm.com/just-when-we-recalibrated-another-shock-arrived-weekly-market-commentary-october-7-2024/ 2024-10-07T16:07:12+00:00 https://dempseyanddrumm.com/q3-earnings-should-be-fine-but-expectations-beyond-this-quarter-are-high-weekly-market-commentary-october-21-2024/ 2024-10-21T19:23:01+00:00 https://dempseyanddrumm.com/what-scares-us-about-the-economy-and-markets-weekly-market-commentary-october-28-2024-2/ 2024-10-28T16:27:11+00:00 https://dempseyanddrumm.com/election-stock-market-playbook-weekly-market-commentary-november-4-2024/ 2024-11-04T17:09:06+00:00 https://dempseyanddrumm.com/election-day-takeaways-weekly-market-commentary-november-11-2024/ 2024-11-11T16:48:44+00:00 https://dempseyanddrumm.com/trade-tariffs-and-inflation-weekly-market-commentary-november-18-2024/ 2024-11-18T18:49:51+00:00 https://dempseyanddrumm.com/a-basket-of-uncertainty-bolsters-the-dollar-weekly-market-commentary-november-25-2024/ 2024-11-25T20:57:14+00:00 https://dempseyanddrumm.com/high-level-thoughts-on-stock-and-bond-markets-in-2025-weekly-market-commentary-december-9-2024/ 2024-12-09T17:49:52+00:00 https://dempseyanddrumm.com/a-golden-age-for-income-investors-weekly-market-commentary-december-16-2024/ 2024-12-16T17:07:43+00:00 https://dempseyanddrumm.com/the-fed-resets-expectations-for-next-year-weekly-market-commentary-december-23-2024/ 2024-12-23T16:28:08+00:00 https://dempseyanddrumm.com/keys-to-stock-market-gains-in-2025-weekly-market-commentary-december-30-2024/ 2024-12-30T16:47:19+00:00 https://dempseyanddrumm.com/evaluating-stock-and-bond-market-predictions-from-2024-weekly-market-commentary-january-6-2025/ 2025-01-06T16:30:17+00:00 https://dempseyanddrumm.com/new-year-same-bull-market-weekly-market-commentary-january-13-2025/ 2025-01-13T15:55:41+00:00 https://dempseyanddrumm.com/is-the-bond-market-worried-about-inflation-weekly-market-commentary-january-27-2025/ 2025-01-27T15:59:50+00:00 https://dempseyanddrumm.com/u-s-exceptionalism-is-it-still-intact-weekly-market-commentary-february-3-2025/ 2025-02-03T17:15:06+00:00 https://dempseyanddrumm.com/key-pillars-of-the-bull-and-bear-cases-in-2025-weekly-market-commentary-february-10-2025/ 2025-02-10T16:06:09+00:00 https://dempseyanddrumm.com/tariffs-ignite-a-metals-melt-up-weekly-market-commentary-february-18-2025/ 2025-02-18T17:33:48+00:00 https://dempseyanddrumm.com/refinancing-zirp-weekly-market-commentary-february-24-2025/ 2025-02-24T16:01:30+00:00 https://dempseyanddrumm.com/earnings-season-recap-strong-growth-big-upside-now-what-weekly-market-commentary-march-3-2025/ 2025-03-03T16:44:55+00:00 https://dempseyanddrumm.com/client-letter-march-05-2025/ 2025-03-06T09:50:21+00:00 https://dempseyanddrumm.com/navigating-strategic-and-tactical-investment-horizons-the-differences-weekly-market-commentary-march-10-2025/ 2025-03-10T16:26:37+00:00 https://dempseyanddrumm.com/market-correction-perspective-weekly-market-commentary-march-17-2025/ 2025-03-17T17:07:17+00:00 https://dempseyanddrumm.com/powell-walked-a-tightrope-weekly-market-commentary-march-24-2025/ 2025-03-24T18:24:01+00:00 https://dempseyanddrumm.com/powell-walked-a-tightrope-weekly-market-commentary-march-24-2025-2/ 2025-03-24T18:25:02+00:00 https://dempseyanddrumm.com/tariff-uncertainty-facing-stocks-to-start-clearing-soon-weekly-market-commentary-march-31-2025/ 2025-03-31T18:03:58+00:00 https://dempseyanddrumm.com/tariff-turmoil-where-do-we-go-from-here-weekly-market-commentary-april-7-2025/ 2025-04-07T21:24:41+00:00 https://dempseyanddrumm.com/decent-chance-stock-market-bottom-is-in-but-far-from-certain-weekly-market-commentary-april-14-2025/ 2025-04-14T16:53:14+00:00 https://dempseyanddrumm.com/revising-our-sp-500-target-amid-a-storm-of-uncertainty-weekly-market-commentary-april-21-2025/ 2025-04-21T16:21:49+00:00 https://dempseyanddrumm.com/softer-tone-on-china-is-encouraging-but-some-caution-still-advised-weekly-market-commentary-april-28-2025/ 2025-04-28T16:17:20+00:00 https://dempseyanddrumm.com/finding-value-among-the-muni-market-malaise-weekly-market-commentary-may-5-2025/ 2025-05-05T17:43:24+00:00 https://dempseyanddrumm.com/bulls-are-on-trial-weekly-market-commentary-may-12-2025/ 2025-05-12T17:03:25+00:00 https://dempseyanddrumm.com/market-update-tariff-pause-boosts-sentiment-fed-steady-weekly-market-commentary-may-19-2025/ 2025-05-19T19:20:33+00:00 https://dempseyanddrumm.com/can-earnings-catch-up-to-this-stock-market-rally-weekly-market-commentary-may-27-2025/ 2025-05-27T16:04:37+00:00 https://dempseyanddrumm.com/tariffs-and-market-volatility-likely-to-stick-weekly-market-commentary-june-2-2025/ 2025-06-02T17:17:17+00:00 https://dempseyanddrumm.com/q1-buybacks-boost-stocks-amid-market-recovery-weekly-market-commentary-june-9-2025/ 2025-06-09T15:50:24+00:00 https://dempseyanddrumm.com/inflations-importance-to-financial-markets-cannot-be-overstated-weekly-market-commentary-june-16-2025/ 2025-06-16T16:21:47+00:00 https://dempseyanddrumm.com/chinas-equity-market-diverges-a-shares-vs-h-shares-weekly-market-commentary-june-23-2025/ 2025-06-23T16:00:50+00:00 https://dempseyanddrumm.com/outlook-2025-pragmatic-optimism/ 2025-06-25T11:18:54+00:00 https://dempseyanddrumm.com/strategic-time-horizon-supports-allocation-to-non-u-s-equities-weekly-market-commentary-june-30-2025/ 2025-06-30T16:01:10+00:00 https://dempseyanddrumm.com/midyear-outlook-2025-pragmatic-optimism-measured-expectations/ 2025-07-10T00:38:29+00:00 https://dempseyanddrumm.com/midyear-stock-market-outlook-path-to-upside-clouded-with-uncertainty-weekly-market-commentary-july-14-2025/ 2025-07-14T16:05:42+00:00 https://dempseyanddrumm.com/midyear-fixed-income-currency-and-commodity-markets-outlook-higher-for-longer-weekly-market-commentary-july-21-2025/ 2025-07-21T18:09:34+00:00 https://dempseyanddrumm.com/economy-in-uncharted-waters-weekly-market-commentary-july-28-2025/ 2025-07-28T16:00:28+00:00 https://dempseyanddrumm.com/seven-takeaways-from-a-dizzying-week-for-markets-weekly-market-commentary-august-4-2025/ 2025-08-04T15:44:37+00:00 https://dempseyanddrumm.com/stocks-sailing-smoothly-through-policy-crosscurrents-so-far-weekly-market-commentary-august-11-2025/ 2025-08-11T15:56:36+00:00 https://dempseyanddrumm.com/earnings-season-delivered-weekly-market-commentary-august-18-2025/ 2025-08-18T15:41:51+00:00 https://dempseyanddrumm.com/grand-ideas-at-the-grand-tetons-weekly-market-commentary-august-25-2025/ 2025-08-25T15:05:27+00:00 https://dempseyanddrumm.com/calm-before-the-storm-can-this-rally-continue-in-september-weekly-market-commentary-september-2-2025/ 2025-09-02T15:56:00+00:00 https://dempseyanddrumm.com/stocks-are-following-the-markets-playbook-weekly-market-commentary-september-8-2025/ 2025-09-08T16:13:22+00:00 https://dempseyanddrumm.com/the-intersection-of-political-uncertainty-and-global-debt-markets-weekly-market-commentary-september-15-2025/ 2025-09-15T15:42:38+00:00 https://dempseyanddrumm.com/no-risk-free-path-weekly-market-commentary-september-22-2025/ 2025-09-22T16:19:06+00:00 https://dempseyanddrumm.com/equity-market-melt-up-cools-as-government-shutdown-looms-weekly-market-commentary-september-29-2025/ 2025-09-29T16:02:04+00:00 https://dempseyanddrumm.com/q3-earnings-season-preview-little-suspense-weekly-market-commentary-october-6-2025/ 2025-10-06T16:22:32+00:00 https://dempseyanddrumm.com/happy-anniversary-bull-market-weekly-market-commentary-october-13-2025/ 2025-10-13T15:27:08+00:00 https://dempseyanddrumm.com/cockroaches-canaries-and-credit-markets-weekly-market-commentary-october-20-2025/ 2025-10-20T15:53:21+00:00 https://dempseyanddrumm.com/halloween-special-what-could-spook-markets-weekly-market-commentary-october-27-2025/ 2025-10-27T16:55:31+00:00 https://dempseyanddrumm.com/from-micro-to-macro-a-busy-week-of-market-moving-data-weekly-market-commentary-november-3-2025/ 2025-11-03T16:13:53+00:00 https://dempseyanddrumm.com/ai-infrastructure-a-new-pillar-of-economic-growth-weekly-market-commentary-november-10-2025/ 2025-11-10T18:23:28+00:00 https://dempseyanddrumm.com/early-keys-to-2026-weekly-market-commentary-november-17-2025/ 2025-11-17T15:46:14+00:00 https://dempseyanddrumm.com/corporate-america-cleared-a-high-bar-this-earnings-season-weekly-market-commentary-november-24-2025/ 2025-11-24T16:35:46+00:00 https://dempseyanddrumm.com/more-keys-for-markets-in-2026-lpl-market-outlook-sneak-peek-weekly-market-commentary-december-1-2025/ 2025-12-01T17:26:25+00:00 https://dempseyanddrumm.com/2026-outlook-the-policy-engine-2/ 2025-12-10T12:08:36+00:00 https://dempseyanddrumm.com/2026-outlook-the-policy-engine/ 2025-12-11T03:28:17+00:00 https://dempseyanddrumm.com/policy-tailwinds-and-artificial-intelligence-to-power-stocks-in-2026-weekly-market-commentary-december-15-2025/ 2025-12-15T16:52:04+00:00 https://dempseyanddrumm.com/navigating-neutral-fed-policy-key-for-fixed-income-markets-in-2026-weekly-market-commentary-december-22-2025/ 2025-12-22T18:25:47+00:00 https://dempseyanddrumm.com/evaluating-our-2025-forecasts-equity-fixed-income-and-the-u-s-economy-weekly-market-commentary-january-5-2026/ 2026-01-05T16:04:11+00:00 https://dempseyanddrumm.com/earnings-preview-double-digit-streak-likely-to-continue-weekly-market-commentary-january-12-2026/ 2026-01-12T17:03:11+00:00 https://dempseyanddrumm.com/unearthing-the-metals-melt-up-weekly-market-commentary-january-20-2026/ 2026-01-20T17:18:03+00:00 https://dempseyanddrumm.com/weekly-market-commentary-the-productivity-advantage-powering-economic-growth-in-2026-january-26-2026/ 2026-01-26T12:00:00+00:00 https://dempseyanddrumm.com/the-productivity-advantage-powering-economic-growth-in-2026-weekly-market-commentary-january-26-2026/ 2026-01-26T16:33:52+00:00 https://dempseyanddrumm.com/weekly-market-commentary-dueling-mandates-the-feds-policy-caution-and-treasurys-growing-borrowing-needs-february-2-2026/ 2026-02-02T12:00:00+00:00 https://dempseyanddrumm.com/dueling-mandates-the-feds-policy-caution-and-treasurys-growing-borrowing-needs-weekly-market-commentary-february-2-2026/ 2026-02-02T17:43:24+00:00 https://dempseyanddrumm.com/ism-offers-additional-positive-earnings-signal/ 2026-02-05T12:00:00+00:00 https://dempseyanddrumm.com/weekly-market-commentary-five-reasons-the-run-in-emerging-markets-could-continue-february-9-2026/ 2026-02-09T12:00:00+00:00 https://dempseyanddrumm.com/five-reasons-the-run-in-emerging-markets-could-continue-weekly-market-commentary-february-9-2026/ 2026-02-09T16:38:31+00:00 https://dempseyanddrumm.com/new-narratives-in-the-homebuilding-space/ 2026-02-10T12:00:00+00:00 https://dempseyanddrumm.com/imagining-a-modern-fed-treasury-accord/ 2026-02-11T12:00:00+00:00 https://dempseyanddrumm.com/hyperscalers-plan-to-live-up-to-their-name/ 2026-02-12T18:00:00+00:00 https://dempseyanddrumm.com/the-return-of-the-stock-pickers-market/ 2026-02-17T12:00:00+00:00 https://dempseyanddrumm.com/from-bubble-fears-to-disruption-risk-the-new-ai-market-narrative/ 2026-02-17T12:00:00+00:00 https://dempseyanddrumm.com/midyear-outlook-2025-pragmatic-optimism-measured-expectations-2/ 2026-02-17T13:09:00+00:00 https://dempseyanddrumm.com/outlook-2025-pragmatic-optimism-2/ 2026-02-17T13:09:01+00:00 https://dempseyanddrumm.com/from-bubble-fears-to-disruption-risk-the-new-ai-market-narrative-weekly-market-commentary-february-17-2026/ 2026-02-17T17:05:53+00:00 https://dempseyanddrumm.com/eight-takeaways-from-the-supreme-courts-tariff-ruling/ 2026-02-20T12:00:00+00:00 https://dempseyanddrumm.com/lpl-researchs-2026-strategic-asset-allocation/ 2026-02-23T12:00:00+00:00 https://dempseyanddrumm.com/lpl-researchs-2026-strategic-asset-allocation-weekly-market-commentary-february-23-2026/ 2026-02-23T16:53:34+00:00 https://dempseyanddrumm.com/when-mega-caps-waver-and-small-caps-surge/ 2026-02-24T10:00:00+00:00 https://dempseyanddrumm.com/competitors-to-the-greenback-are-less-significant/ 2026-02-25T10:00:00+00:00 https://dempseyanddrumm.com/continuation-funds-what-they-are-and-why-they-matter/ 2026-02-26T10:00:00+00:00 https://dempseyanddrumm.com/weekly-market-performance-february-27-2026/ 2026-02-27T10:00:00+00:00 https://dempseyanddrumm.com/assessing-the-impact-of-developments-in-iran-watch-energy/ 2026-03-02T10:00:00+00:00 https://dempseyanddrumm.com/how-lpl-research-thinks-about-dividends-weekly-market-commentary-march-2-2026/ 2026-03-02T17:09:19+00:00 https://dempseyanddrumm.com/risk-on-appetite-strong-in-2026-fund-flows-recap/ 2026-03-03T10:00:00+00:00 https://dempseyanddrumm.com/how-lpl-research-thinks-about-dividends/ 2026-03-03T10:00:00+00:00 https://dempseyanddrumm.com/iran-escalation-how-markets-have-reacted-to-geopolitical-events/ 2026-03-04T10:00:00+00:00 https://dempseyanddrumm.com/managed-futures-current-positioning-and-geopolitical-risks/ 2026-03-05T10:00:00+00:00 https://dempseyanddrumm.com/weekly-market-performance-march-6-2026/ 2026-03-06T10:00:00+00:00 https://dempseyanddrumm.com/navigating-market-volatility-during-the-iran-crisis/ 2026-03-09T10:00:00+00:00 https://dempseyanddrumm.com/markets-tested-as-iran-conflict-continues-weekly-market-commentary-march-9-2026/ 2026-03-09T16:52:46+00:00 https://dempseyanddrumm.com/treasury-market-stuck-between-iran-and-a-saas-space/ 2026-03-10T10:00:00+00:00 https://dempseyanddrumm.com/soyou-want-to-build-a-data-center/ 2026-03-11T10:00:00+00:00 https://dempseyanddrumm.com/oil-in-the-drivers-seat-as-geopolitical-tensions-rise/ 2026-03-12T10:00:00+00:00 https://dempseyanddrumm.com/weekly-market-performance-march-13-2026/ 2026-03-13T10:00:00+00:00 https://dempseyanddrumm.com/why-oil-prices-matter-less-but-still-move-headline-inflation/ 2026-03-16T10:00:00+00:00 https://dempseyanddrumm.com/why-oil-prices-matter-less-but-still-move-headline-inflation-weekly-market-commentary-march-16-2026/ 2026-03-16T16:33:32+00:00 https://dempseyanddrumm.com/earnings-strength-remains-amid-mideast-conflict/ 2026-03-17T10:00:00+00:00 https://dempseyanddrumm.com/do-midterm-elections-matter-for-markets-a-historical-perspective/ 2026-03-18T10:00:00+00:00 https://dempseyanddrumm.com/finding-portfolio-resilience-in-uncertain-times/ 2026-03-19T10:00:00+00:00 https://dempseyanddrumm.com/weekly-market-performance-march-20-2026/ 2026-03-20T10:00:00+00:00 https://dempseyanddrumm.com/private-credit-under-pressure-liquidity-mismatches-in-an-ai-disrupted-cycle/ 2026-03-23T10:00:00+00:00 https://dempseyanddrumm.com/why-the-u-s-dollar-remains-a-safe-haven/ 2026-03-24T07:56:33+00:00 https://dempseyanddrumm.com/taking-a-look-at-golds-stumble/ 2026-03-24T07:57:04+00:00 https://dempseyanddrumm.com/energy-stocks-vary-across-market-cycles/ 2026-03-26T08:00:41+00:00 https://dempseyanddrumm.com/weekly-market-performance-march-27-2026/ 2026-03-27T08:03:52+00:00 https://dempseyanddrumm.com/weekly-market-commentary-earnings-season-outlook-will-markets-care-march-30-2026/ 2026-03-30T08:42:33+00:00 https://dempseyanddrumm.com/technical-perspective-on-the-current-drawdown/ 2026-03-31T08:46:33+00:00 https://dempseyanddrumm.com/a-review-of-active-management/ 2026-04-01T08:47:02+00:00 https://dempseyanddrumm.com/weekly-market-performance-april-2-2026/ 2026-04-02T08:56:12+00:00 https://dempseyanddrumm.com/weekly-market-commentary-lessons-from-past-conflicts-and-the-stock-market-april-06-2026/ 2026-04-06T16:06:32+00:00 https://dempseyanddrumm.com/impacts-of-risk-off-rotations/ 2026-04-07T07:48:29+00:00 https://dempseyanddrumm.com/opportunities-ahead-through-the-volatility/ 2026-04-08T07:58:24+00:00 https://dempseyanddrumm.com/private-credit-enters-a-reset-phase/ 2026-04-09T08:01:30+00:00 https://dempseyanddrumm.com/weekly-market-performance-april-10-2026/ 2026-04-10T08:03:53+00:00 https://dempseyanddrumm.com/weekly-market-commentary-economic-resilience-amid-market-volatility-shocks-april-13-2026/ 2026-04-13T15:50:44+00:00 https://dempseyanddrumm.com/a-deeper-look-at-private-credit/ 2026-04-14T09:08:07+00:00 https://dempseyanddrumm.com/technology-performs-surprisingly-well-in-the-face-of-current-uncertainty/ 2026-04-15T09:11:11+00:00 https://dempseyanddrumm.com/tactical-positioning-from-preparation-to-action/ 2026-04-16T09:11:58+00:00 https://dempseyanddrumm.com/weekly-market-performance-april-17-2026/ 2026-04-17T09:14:23+00:00 https://dempseyanddrumm.com/is-investor-confidence-in-treasuries-fading/ 2026-04-21T08:43:49+00:00 https://dempseyanddrumm.com/the-fed-will-likely-get-a-new-chair/ 2026-04-22T08:46:24+00:00 https://dempseyanddrumm.com/ipos-in-2026-risks-returns-and-timing/ 2026-04-23T08:48:50+00:00 https://dempseyanddrumm.com/weekly-market-performance-april-24-2026/ 2026-04-24T08:50:40+00:00 https://dempseyanddrumm.com/weekly-market-commentary-is-the-american-industrial-renaissance-real-april-27-2026/ 2026-04-27T06:28:15+00:00 https://dempseyanddrumm.com/assessing-implications-of-the-oil-shock/ 2026-04-28T07:21:43+00:00 https://dempseyanddrumm.com/equity-diversification-across-regions-and-sectors/ 2026-04-29T07:24:54+00:00 https://dempseyanddrumm.com/will-weak-seasonal-trends-upend-the-current-rally/ 2026-04-30T07:27:11+00:00 https://dempseyanddrumm.com/weekly-market-performance-may-1-2026/ 2026-05-01T07:29:20+00:00 https://dempseyanddrumm.com/weekly-market-commentary-ai-driven-growth-fuels-strong-technology-earnings-april-27-2026/ 2026-05-04T10:47:36+00:00 https://dempseyanddrumm.com/how-portfolio-managers-are-thinking-about-2026/ 2026-05-05T07:09:55+00:00 https://dempseyanddrumm.com/gold-is-doing-its-job-but-not-the-one-you-expect/ 2026-05-06T07:12:19+00:00 https://dempseyanddrumm.com/april-flow-trends-highlight-equity-strength/ 2026-05-07T07:17:20+00:00 https://dempseyanddrumm.com/weekly-market-performance-may-8-2026/ 2026-05-08T07:20:27+00:00 https://dempseyanddrumm.com/weekly-market-commentary-warsh-fed-regime-policy-shifts-treasury-market-impacts-may-11-2026/ 2026-05-11T18:39:37+00:00 https://dempseyanddrumm.com/comparing-the-dotcom-and-ai-eras/ 2026-05-18T07:34:39+00:00 https://dempseyanddrumm.com/analyzing-three-powerful-factors-in-active-fund-evaluation/ 2026-05-18T07:36:43+00:00 https://dempseyanddrumm.com/rising-conviction-on-earnings-growth/ 2026-05-18T07:40:05+00:00 https://dempseyanddrumm.com/weekly-market-performance-may-15-2026/ 2026-05-18T07:42:01+00:00 https://dempseyanddrumm.com/energy-shock-inflation-risks-vs-economic-growth/ 2026-05-18T17:17:04+00:00 https://dempseyanddrumm.com/why-portfolio-manager-mistakes-seem-smart-at-first/ 2026-05-19T14:57:00+00:00 https://dempseyanddrumm.com/what-risks-could-test-the-upbeat-market-narrative/ 2026-05-21T15:01:41+00:00 https://dempseyanddrumm.com/why-ai-efficiency-may-boost-labor-demand/ 2026-05-21T15:03:48+00:00 https://dempseyanddrumm.com/weekly-market-performance-may-22-2026/ 2026-05-22T08:08:48+00:00 https://dempseyanddrumm.com/ai-capex-boom-fuels-corporate-bond-supply-and-duration-risks/ 2026-05-26T16:24:20+00:00 https://dempseyanddrumm.com/weekly-market-commentary-seeds-of-opportunity-the-case-for-agriculture-investments-may-26-2026/ 2026-05-27T15:03:02+00:00 https://dempseyanddrumm.com/assessing-the-sustainability-of-the-record-high-rally/ 2026-05-28T16:28:40+00:00 https://dempseyanddrumm.com/weekly-market-performance-may-29-2026/ 2026-06-01T11:55:15+00:00 https://dempseyanddrumm.com/key-takeaways-from-the-spacex-s-1/ 2026-06-02T17:53:04+00:00 https://dempseyanddrumm.com/weekly-market-commentary-why-stock-market-valuations-are-fair-in-context-june-1-2026/ 2026-06-03T15:12:42+00:00 https://dempseyanddrumm.com/may-flows-equities-dominate/ 2026-06-03T17:55:41+00:00 https://dempseyanddrumm.com/oil-market-may-be-too-constructive-on-u-s-iran-deal/ 2026-06-04T17:58:10+00:00 https://dempseyanddrumm.com/weekly-market-performance-june-5-2026/ 2026-06-05T18:02:05+00:00 https://dempseyanddrumm.com/weekly-market-commentary-is-bad-news-priced-into-the-bond-market-june-8-2026/ 2026-06-09T15:03:10+00:00 https://dempseyanddrumm.com/taking-a-look-at-managed-futures/ 2026-06-09T18:07:50+00:00 https://dempseyanddrumm.com/weekly-market-performance-june-12-2026/ 2026-06-12T07:39:36+00:00 https://dempseyanddrumm.com/world-cup-onomics-2026-economic-impact-preview/ 2026-06-12T10:04:24+00:00 https://dempseyanddrumm.com/weekly-market-commentary-introducing-the-ipo-class-of-2026-june-15-2026/ 2026-06-16T15:02:50+00:00 https://dempseyanddrumm.com/the-logic-of-investment-manager-pairings/ 2026-06-16T17:11:29+00:00 https://dempseyanddrumm.com/chinas-lower-oil-imports-weigh-on-prices/ 2026-06-17T17:16:19+00:00 https://dempseyanddrumm.com/weekly-market-performance-june-18-2026/ 2026-06-18T07:41:26+00:00 https://dempseyanddrumm.com/weekly-market-commentary-kevin-warsh-could-shake-up-the-fed-june-22-2026/ 2026-06-23T15:00:42+00:00 https://dempseyanddrumm.com/summer-muni-technicals-a-reliable-tailwind/ 2026-06-23T15:14:05+00:00 https://dempseyanddrumm.com/oil-falls-fed-stays-put-what-is-next-for-markets/ 2026-06-24T16:12:01+00:00 https://dempseyanddrumm.com/a-modern-framework-for-portfolio-construction/ 2026-06-25T10:20:29+00:00 https://dempseyanddrumm.com/weekly-market-performance-june-26-2026/ 2026-06-26T07:24:39+00:00 https://dempseyanddrumm.com/second-quarter-earnings-preview-including-key-factors-to-monitor/ 2026-06-30T07:47:11+00:00 https://dempseyanddrumm.com/whats-next-for-a-coiled-up-dollar/ 2026-07-01T07:49:19+00:00 https://dempseyanddrumm.com/weekly-market-commentary-is-the-stock-markets-rally-a-sign-of-excess-june-29-2026/ 2026-07-01T15:01:06+00:00 https://dempseyanddrumm.com/weekly-market-performance-july-2-2026/ 2026-07-02T07:51:56+00:00 https://dempseyanddrumm.com/lpl-research-midyear-outlook-2026-thoughts-on-the-second-half/ 2026-07-07T09:00:23+00:00 https://dempseyanddrumm.com/ais-next-act-from-buildout-to-monetization/ 2026-07-08T09:22:51+00:00 https://dempseyanddrumm.com/beyond-market-beta-alternative-investments-outlook/ 2026-07-09T09:29:35+00:00 https://dempseyanddrumm.com/weekly-market-performance-july-10-2026/ 2026-07-10T09:32:01+00:00 https://dempseyanddrumm.com/key-facts-about-the-feds-task-forces/ 2026-07-14T09:29:12+00:00 https://dempseyanddrumm.com/why-resource-nationalism-matters-to-investors/ 2026-07-15T09:31:19+00:00 https://dempseyanddrumm.com/weekly-market-commentary-keep-calm-and-clip-coupons-july-13-2026/ 2026-07-15T15:00:58+00:00 https://dempseyanddrumm.com/the-unthinkable-scenario-for-ai-investors/ 2026-07-16T09:34:47+00:00 https://dempseyanddrumm.com/weekly-market-performance-july-17-2026/ 2026-07-17T09:38:02+00:00 https://dempseyanddrumm.com/weekly-market-commentary-oil-prices-china-and-u-s-inflation-risks-july-20-2026/ 2026-07-21T15:03:20+00:00 https://dempseyanddrumm.com/oil-rallies-as-supply-routes-come-under-pressure/ 2026-07-24T16:09:35+00:00 https://dempseyanddrumm.com/what-history-shows-in-midterm-election-years/ 2026-07-24T16:09:46+00:00 https://dempseyanddrumm.com/whats-next-for-the-private-equity-buyout-market/ 2026-07-24T16:09:52+00:00 https://dempseyanddrumm.com/weekly-market-performance-july-24-2026/ 2026-07-27T10:37:40+00:00 https://dempseyanddrumm.com/weekly-market-commentary-can-hyperscalers-ai-ambitions-add-up-july-27-2026/ 2026-07-28T15:00:20+00:00 https://dempseyanddrumm.com/red-flags-missing-from-manager-performance-screens/ 2026-07-28T16:44:25+00:00 https://dempseyanddrumm.com/boutiques-vs-large-managers-our-approach/ 2026-07-30T16:51:20+00:00 https://dempseyanddrumm.com/weekly-market-performance-july-31-2026/ 2026-07-31T16:53:34+00:00 https://dempseyanddrumm.com/oil-prices-interest-rates-and-strong-earnings/ 2026-08-04T15:00:58+00:00 https://dempseyanddrumm.com/weekly-market-commentary-constructive-on-stocks-in-h2-as-ai-debate-continues-august-03-2026/ 2026-08-04T15:01:03+00:00 https://dempseyanddrumm.com/public-vs-private-real-estate-key-differences/ 2026-08-05T08:52:21+00:00 https://dempseyanddrumm.com/24-hour-trading-a-tool-not-a-magic-elixir/ 2026-08-06T08:54:34+00:00 https://dempseyanddrumm.com/weekly-market-performance-august-7-2026/ 2026-08-07T08:56:43+00:00 https://dempseyanddrumm.com/building-block-models-for-personalized-portfolios/ 2026-08-10T15:03:19+00:00 https://dempseyanddrumm.com/weekly-market-commentary-why-carry-is-the-strategy-in-municipal-bonds-right-now-august-10-2026/ 2026-08-11T15:02:05+00:00 https://dempseyanddrumm.com/five-takeaways-from-lpl-focus-2026/ 2026-08-11T17:31:45+00:00 https://dempseyanddrumm.com/a-tale-of-two-ctas-short-term-vs-trend-following/ 2026-08-12T17:33:15+00:00 https://dempseyanddrumm.com/do-stocks-notice-higher-yields/ 2026-08-15T15:01:00+00:00 https://dempseyanddrumm.com/weekly-market-commentary-shifting-leadership-in-global-growth-august-17-2026/ 2026-08-18T15:03:06+00:00 https://dempseyanddrumm.com/why-the-2026-russell-rebalance-matters/ 2026-08-19T07:41:55+00:00 https://dempseyanddrumm.com/weekly-market-performance-august-21-2026/ 2026-08-21T07:52:32+00:00 https://dempseyanddrumm.com/why-investors-remain-constructive-despite-economic-headwinds/ 2026-08-24T15:00:32+00:00 https://dempseyanddrumm.com/municipal-bonds-at-midyear-getting-paid-to-wait/ 2026-08-24T15:00:34+00:00 https://dempseyanddrumm.com/weekly-market-commentary-stock-market-tug-of-war-earnings-vs-rates-august-24-2026/ 2026-08-25T15:02:06+00:00 https://dempseyanddrumm.com/weekly-market-performance-august-28-2026/ 2026-08-28T14:49:15+00:00 https://dempseyanddrumm.com/markets-the-path-of-rates-and-chairman-warsh/ 2026-08-28T15:16:35+00:00 https://dempseyanddrumm.com/u-s-debt-at-40-trillion-investment-implications/ 2026-08-28T15:17:16+00:00 https://dempseyanddrumm.com/golds-correction-gives-way-to-renewed-momentum/ 2026-08-28T15:17:24+00:00 https://dempseyanddrumm.com/weekly-market-commentary-the-cash-flow-case-for-value-stocks-august-31-2026/ 2026-09-01T15:00:32+00:00 https://dempseyanddrumm.com/weekly-market-performance-september-4-2026/ 2026-09-04T09:18:48+00:00 https://dempseyanddrumm.com/quantifying-the-environment-for-stock-selection-alpha/ 2026-09-08T10:31:18+00:00 https://dempseyanddrumm.com/free-cash-flow-adjustments-reflect-owner-economics/ 2026-09-08T15:05:42+00:00 https://dempseyanddrumm.com/are-french-bond-spreads-flashing-a-warning-sign/ 2026-09-08T15:05:44+00:00 https://dempseyanddrumm.com/september-seasonals-weak-before-strong-q4/ 2026-09-08T15:05:49+00:00 https://dempseyanddrumm.com/weekly-market-commentary-signs-point-to-a-normalization-not-a-crisis-september-8-2026/ 2026-09-09T15:01:07+00:00 https://dempseyanddrumm.com/strong-track-records-become-dangerous-risk-factors/ 2026-09-10T10:36:59+00:00 https://dempseyanddrumm.com/weekly-market-performance-september-11-2026/ 2026-09-11T10:37:01+00:00 https://dempseyanddrumm.com/historical-sp-500-returns-after-fed-hikes/ 2026-09-14T15:00:37+00:00 https://dempseyanddrumm.com/weekly-market-commentary-what-history-teaches-us-about-fed-hikes-stocks-september-14-2026/ 2026-09-15T15:08:26+00:00 https://dempseyanddrumm.com/weekly-market-performance-september-18-2026/ 2026-09-18T11:05:02+00:00 https://dempseyanddrumm.com/a-hawkish-fed-and-chinas-split-economy/ 2026-09-21T15:05:24+00:00 https://dempseyanddrumm.com/large-cap-managers-prepare-for-change/ 2026-09-21T15:05:27+00:00 https://dempseyanddrumm.com/analyzing-impressive-margins/ 2026-09-21T15:05:31+00:00 https://dempseyanddrumm.com/weekly-market-commentary-whats-holding-up-record-sp-500-margins-september-21-2026/ 2026-09-22T15:08:06+00:00 https://dempseyanddrumm.com/what-investors-need-to-know-about-rate-hikes/ 2026-09-24T15:00:24+00:00 https://dempseyanddrumm.com/the-sp-500s-narrow-road-back-to-new-highs/ 2026-09-25T15:00:20+00:00 https://dempseyanddrumm.com/portfolio-resilience-a-q3-check-in/ 2026-09-25T15:00:23+00:00 https://dempseyanddrumm.com/weekly-market-performance-september-25-2026/ 2026-09-25T16:55:28+00:00 https://dempseyanddrumm.com/weekly-market-commentary-stock-markets-wall-of-worry-gets-taller-september-28-2026/ 2026-09-30T15:06:23+00:00 https://dempseyanddrumm.com/weekly-market-performance-october-2-2026/ 2026-10-02T11:29:12+00:00 https://dempseyanddrumm.com/are-crack-spreads-a-signal-beneath-oil-prices/ 2026-10-05T15:00:09+00:00 https://dempseyanddrumm.com/an-eventful-fourth-quarter-awaits/ 2026-10-05T15:00:14+00:00 https://dempseyanddrumm.com/sector-performance-after-initial-fed-rate-hikes/ 2026-10-05T15:00:17+00:00