Rearview to Windshield, July 2025

Market Recap – June 2025: Risk assets were King of the Mountain during June and Q2, as a reversal in sentiment drove stocks higher, bringing the majority of major asset class returns positive year-to-date. The market has continued to exhibit that the faster it falls,...

The Market in Pictures, June 27

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market momentum to lack of credit compensation, to rates and US dollar moves and housing. Enjoy!   Jake: The return to new...

The Market in Pictures, June 20

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market momentum to earnings, trade policy to fiscal policy, and home owners to equity owners. Enjoy!   Brian: We’ve seen a...