We share market analysis, economic outlooks, and insights on relevant financial topics prepared by our Investment Committee. This material is intended for informational purposes only and does not represent the views of any individual advisor.
Week of October 19-23 Corporate earnings and inflation in Europe and Japan keep markets focused. The quarterly earnings season generated volatility, with AI and valuations...
Week of October 12–16 U.S. inflation weighs on markets, while corporate earnings and economic data send mixed signals. Markets faced a volatile week as U.S....
The Earnings Season Kicks Off With High Expectations. Analysts are revising estimates upward, which is uncommon ahead of reporting S&P 500 earnings are expected to...
Markets React to the First Round of the Election. Brazilian assets rise ahead of the October 25 runoff Flávio Bolsonaro surprises, and investors adjust their...
Week of September 28 to October 2 Slower U.S. job growth and mixed economic signals marked the end of the quarter. Markets ended the week...
AI
Solid fundamentals, but risks to watch. Earnings support the boom, though financing and data centers are key Valuations, earnings, and rates will define AI’s next...