Insights

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...

Price Return Last Week S&P 500 (9.1%) S&P Mid Cap (9.1%) Russell 2000 (9.7%) MSCI EAFE (6.9%) MSCI EM (3.0%) 10 Yr US Treasury...