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Investment Commentary

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January 26, 2026
by RSadminuser

Tariff Turbulence Fades, Underlying Trends Hold Firm

Executive Summary  Markets were choppy last week as policy headlines drove shifts in risk sentiment. Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased. The S&P 500 finished the
January 20, 2026
by RSadminuser

Markets Hold Steady as Value and Small Caps Lead

Executive Summary  Equity indexes were mixed last week, with small-cap and value stocks adding to their year-to-date leads over large-cap and growth-oriented shares. The Russell 2000 and S&P MidCap 400 Indexes advanced, reaching all-time
January 12, 2026
by RSadminuser

2026 Opens with Momentum and Cautious Optimism

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
December 1, 2025
by RSadminuser

Markets Rebound as Fed Signals December Rate Cut

Executive Summary Last week, the equity market staged a broad rebound, recovering a portion of November’s losses. The rally was sparked by commentary from the Federal Reserve suggesting a December
November 10, 2025
by RSadminuser

Earnings Strength Anchors a Volatile Market

Executive Summary  The stock market has stayed resilient with sporadic pullbacks and shots of volatility. We expect this choppiness to continue into year-end. The real story remains the same: The