The Market in Pictures, May 8

Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...

Rearview to Windshield, January 2026

Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...

Rearview to Windshield, December 2025

Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....