Insights

Price Return Last Week S&P 500 +3.6% S&P Mid Cap +3.4% Russell 2000 +4.0% MSCI EAFE +4.6% MSCI EM +7.9% 10 Yr US Treasury Rate – rose from 4.31% to 4.32% Source: Refinitiv Eikon Recent News Iran Blockade – Less than one week after a cease-fire agreement was reached between the U.S. and Iran, President Trump ordered a military blockade of the Strait of Hormuz. The blockade is set to block any ships entering or exiting Iranian ports. Iran r

Price Return Last Week S&P 500 +3.4% S&P Mid Cap +2.9% Russell 2000 +3.3% MSCI EAFE +2.6% MSCI EM (0.8%) 10 Yr US Treasury Rate – fell from 4.44% to 4.31% Source: Refinitiv Eikon Recent News Trump Offers Iran Deadline – President Trump stated that Iran has until Tuesday at 8pm EST to strike a deal with the U.S. and open the Strait of Hormuz. Absent a deal, he threatened to destroy all of Iran’s power plants and bridges. The threat comes j

Price Return Last Week S&P 500 (2.1%) S&P Mid Cap +0.4% Russell 2000 +0.5% MSCI EAFE (0.1%) MSCI EM (1.8%) 10 Yr US Treasury Rate – rose from 4.39% to 4.44% Source: Refinitiv Eikon Recent News U.S. and Iran Negotiations Stall – President Trump claimed that Iran had agreed to most of the 15 points the U.S. proposed to broker a peace deal and added that they agreed to allow 20 oil tankers to pass through the Strait of Hormuz as a “sign of res

Price Return Last Week S&P 500 (0.4%) S&P Mid Cap (0.9%) Russell 2000 (1.2%) MSCI EAFE +1.2% MSCI EM +2.8% 10 Yr US Treasury Rate – fell from 4.09% to 3.96% Source: Refinitiv Eikon Recent News U.S. Attacks Iran – U.S. and Israeli forces attacked Iran over the weekend leading to the death of Iran’s Supreme Leader Ayatollah Ali Khamenei. President Trump had previously expressed frustration with Iran’s refusal to cease attempts to build a nu

Price Return Last Week S&P 500 +1.1% S&P Mid Cap +1.2% Russell 2000 +0.7% MSCI EAFE +0.8% MSCI EM +0.8% 10 Yr US Treasury Rate – rose from 4.06% to 4.09% Source: Refinitiv Eikon Recent News Supreme Court Rules Against Trump Tariffs – On Friday, the Supreme Court ruled that many of President Trump’s recently implemented tariffs were unconstitutional. All tariffs tied to the International Emergency Economic Powers Act (IEEPA) were struck do

Price Return Last Week S&P 500 +1.9% S&P Mid Cap +2.3% Russell 2000 +2.5% MSCI EAFE +1.2% MSCI EM +2.0% 10 Yr US Treasury Rate – fell from 4.01% to 4.00% Source: Refinitiv Eikon Recent News Core CPI – Sep: 0.2% (Reuters Poll est. 0.3%) Aug: 0.3% The CPI report was released over a week late due to delays resulting from the government shutdown. It was determined that the report should be completed as it is required to calculate cost-of

Price Return Last Week S&P 500 +1.5% S&P Mid Cap +1.5% Russell 2000 +1.0% MSCI EAFE +1.9% MSCI EM +0.7% 10 Yr US...

Price Return Last Week S&P 500 +5.7% S&P Mid Cap +2.8% Russell 2000 +1.8% MSCI EAFE +0.7% MSCI EM (3.9%) 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 (1.0%) S&P Mid Cap (1.1%) Russell 2000 (0.9%) MSCI EAFE +0.8% MSCI EM +0.3% 10 Yr US Treasury...