Aug 5, 2026
The S&P 500 ended July exactly where it started. Flat. After geopolitical shocks, a Fed non-decision that somehow rattled more than it reassured, and a late-month rally that arrived fashionably late — zero net movement. And yet, underneath that deceptively calm...
Jul 3, 2026
The first half of 2026 delivered a familiar cast of characters—AI excitement, interest rate uncertainty, and geopolitical risk—playing out against a backdrop that keeps getting more complicated. Here is what we are watching and how we are positioned. The Three Themes...