Insights

Price Return Last Week S&P 500 +2.4% S&P Mid Cap +1.7% Russell 2000 +1.7% MSCI EAFE +0.9% MSCI EM +6.9% 10 Yr US Treasury Rate – fell from 4.38% to 4.36% Source: Refinitiv Eikon Recent News Iran Ceasefire on “Life Support” – Just one day after starting “Project Freedom” where the U.S. military would guide commercial ships out of the Strait of Hormuz, President Trump declared that he was pausing the operation citing progress towards an agreement with Iran. That pro

Price Return Last Week S&P 500 (0.1%) S&P Mid Cap +4.4% Russell 2000 +2.2% MSCI EAFE +0.5% MSCI EM (1.4%) 10 Yr US Treasury Rate – fell from 4.24% to 4.21% Source: Refinitiv Eikon Recent News Earnings Update – As of Friday, 59% of S&P 500 companies have reported Q4 2025 earnings results. The blended earnings growth rate thus far is 13.0% year-over-year, making this the fifth consecutive quarter with a double-digit earnings growth rate i