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Investment Commentary

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October 5, 2026
by RSadminuser

AI Pushes Markets Forward Despite Rising Yields

Executive Summary  In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept
September 28, 2026
by RSadminuser

Markets Climb as AI Optimism Meets Higher Rates

Executive Summary  The S&P 500 returned 1.2%, unperturbed by rising global interest rates. A renewed rally in semiconductor stocks drove the NASDAQ to an all-time high mid-week; markets remained optimistic
September 21, 2026
by RSadminuser

Equity Markets Not Fearful of Fed or Yields, Yet… 

Executive Summary Last week, the major U.S. stock indexes finished mixed.  The Federal Reserve announced its first rate hike since 2023, and oil prices bounced around due to Middle East
September 8, 2026
by RSadminuser

August Leaderboard Rattled By Inflation and AI Risks

Executive Summary   Through the end of August, the equity performance landscape generated: MSCI Emerging Markets Index +24.3%; Russell 2000 Value Index +23.7%; Russell 1000 Value Index +23.1%; MSCI Japan Index
August 31, 2026
by RSadminuser

AI Momentum Meets Rate Hike Risk

Executive Summary  Last week, major U.S. stock indexes were mixed, with the S&P 500 Index and Nasdaq Composite Index recording modest gains while mid- and smaller-cap benchmarks declined. Strong results
August 24, 2026
by RSadminuser

Long – Term Treasuries Are Misbehaving

Executive Summary   Last week, the S&P 500 returned -1.4% as hopes for a deal to end the war in the Middle East faded; oil prices and treasury yields rose. Semiconductors
August 3, 2026
by RSadminuser

Fundamentals Drive Markets in the Absence of Fed Action

Executive Summary  Last week, stocks were up and bonds prices traded down/yield up. The MSCI Emerging Markets Index outperformed both the MSCI EAFE Index and the S&P 500. The best-performing