Our Research

After the excitement and confusion of October, November enters with clarity. After 44 days, the longest U.S. government shutdown in history has ended, and the flow of economic data is expected to resume in the second half of the month.

The late 1990s changed markets and culture forever, and the similarities to the current environment are becoming increasingly undeniable. 

September, a typically punishing month for S&P 500 investors, has arrived with an unexpected calm.

August arrives like a closing curtain – summer’s final act. Vacations wind down, and heat loses its grip, as the long days shorten.

July, long known as the peak of summer heat and celebration, had no shortage of fireworks this year. This July also brought a new tax bill and tariff announcements capable of reshaping the economic landscape.