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Weekly Commentary Summary

Having hopefully shaken off the always-lethargic start to the new year, investors will be bombarded by data this week, some of it still questionable in quality. For example, the usefulness of Consumer Price Index and Producer Price Index numbers for October, delayed because of the government shutdown, is not even being discounted — it’s largely being dismissed. Markets started 2026 on a positive note, with major equity indices extending their 2025 gains as leadership shifted to smaller companies and cyclical sectors. The bond market was quiet and produced modest gains as Treasury yields inched lower, and corporate bonds outperformed as credit spreads remained tight. On the wealth planning front, we discuss whether ACA plan enrollees see premium relief soon.

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