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 +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 (1.9%) S&P Mid Cap (1.3%) Russell 2000 (1.7%) MSCI EAFE (2.1%) MSCI EM (0.4%) 10 Yr US Treasury Rate – rose from 4.29% to 4.39% Source: Refinitiv Eikon Recent News Fed Meeting – Federal Reserve officials voted 11-1 to keep interest rates in a range between 3.50%-3.75%. Recent Trump appointee Stephen Miran was the lone dissenting vote, continuing to vote in favor of an interest rate cut. The yield on a 2

Price Return Last Week S&P 500 (2.0%) S&P Mid Cap (4.6%) Russell 2000 (4.1%) MSCI EAFE (6.8%) MSCI EM (6.9%) 10 Yr US Treasury Rate – rose from 3.96% to 4.13% Source: Refinitiv Eikon Recent News Oil Prices Surge – The price of a barrel of oil surged last week by over 25%, ending the week above $90 for the first time since April 2024. Roughly 20% of oil production travels through the Strait of Hormuz every day, which has seen activity g

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

Price Return Last Week S&P 500 (0.4%) S&P Mid Cap (0.6%) Russell 2000 (0.3%) MSCI EAFE +0.1% MSCI EM +1.1% 10 Yr US Treasury Rate – rose from 4.23% to 4.24% Source: Refinitiv Eikon Recent News Greenland – President Trump announced new tariffs on several European countries in an effort to pressure Denmark to sell Greenland to the U.S. The tariffs were set to start at 10% and increase to 25% on June 1 if a deal was not reached. Trump sta

Price Return Last Week S&P 500 +0.1% S&P Mid Cap (1.2%) Russell 2000 (1.8%) MSCI EAFE +1.7% MSCI EM +0.3% 10 Yr US Treasury Rate – rose from 4.10% to 4.15% Source: Refinitiv Eikon Recent News Government Shutdown Ends – After 43 days, President Trump signed a bill to reopen the government. The spending bill will extend funding for the federal government through January 30 in addition to full-year funding for the Agriculture Department

Price Return Last Week S&P 500 +0.7% S&P Mid Cap (1.6%) Russell 2000 (1.4%) MSCI EAFE (0.5%) MSCI EM +0.9% 10 Yr US Treasury Rate – rose from 4.01% to 4.10% Source: Refinitiv Eikon Recent News Fed Meeting – As widely anticipated, the Federal Reserve lowered interest rates by a quarter of a percentage point on Wednesday. Ten of the twelve voters voted for the measure with a dissent from newly appointed Governor Stephen Miran and Kans

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 +0.4% S&P Mid Cap +1.3% Russell 2000 +1.1% MSCI EAFE +0.3% MSCI EM +1.4% 10...

Price Return Last Week S&P 500 +2.4% S&P Mid Cap +0.6% Russell 2000 +2.4% MSCI EAFE +2.9% MSCI EM +2.3% 10...

Price Return Last Week S&P 500 (2.3%) S&P Mid Cap (3.5%) Russell 2000 (4.2%) MSCI EAFE (3.1%) MSCI EM (2.5%) ...

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 (0.4%) S&P Mid Cap ( 1.5%) Russell 2000 (1.5%) MSCI EAFE (0.2%) MSCI EM +0.8% 10 Yr US Treasury...

Price Return Last Week S&P 500 +1.9% S&P Mid Cap +0.8% Russell 2000 +1.3% MSCI EAFE +0.9% MSCI EM (1.1%) 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 +5.3% S&P Mid Cap +4.8% Russell 2000 +4.5% MSCI EAFE +1.0% MSCI EM +3.1% 10 Yr US Treasury Rate – rose...

Price Return Last Week S&P 500 (0.5%) S&P Mid Cap +0.5% Russell 2000 +0.1% MSCI EAFE 0.0% MSCI EM +0.5% 10 Yr US Treasury Rate...

Price Return Last Week S&P 500 +2.9% S&P Mid Cap +3.5% Russell 2000 +3.2% MSCI EAFE +3.2% MSCI EM +3.4% 10 Yr US Treasury Rate –...

Price Return Last Week S&P 500 (1.5%) S&P Mid Cap +0.8% Russell 2000 +1.1% MSCI EAFE +4.1% MSCI EM +2.1% 10 Yr US Treasury Rate...

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...