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March 2, 2026
by RSadminuser

Market Leadership Broadens as Rotation Continues

Executive Summary  The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and the
February 23, 2026
by RSadminuser

AI Disruption Pauses While the US Economy Remains Resilient

Executive Summary  Last week, the S&P 500 returned +1.0%.  Markets continued to be whipsawed as traders assess the impact of AI across a number of industries; oil rose and perceived inflation risks kept
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