Market Update – February 2026
From the surprise capture of President Maduro in Venezuela to President Trump’s nomination of Kevin Warsh for Fed Chair, geopolitical shockwaves and policy pivots kept investors on edge.
Market Update – January 2026
We have just completed one of the most resilient years in decades. Global equities hit record highs, risky assets rose sharply and the economy proved far more resilient than many had anticipated.
Market Update – December 2025
If we had to choose one word to describe the past month, it would be recalibration. We didn’t see a crash or a boom, but rather a thoughtful pause where the market took a deep breath and reassessed its assumptions.
Market Update – November 2025
October delivered a curious paradox: markets climbed to new all-time highs even as uncertainty seemed to be everywhere you looked. The US government shutdown left economic policymakers flying blind, yet inflation remained under control
Market Update – October 2025
September proved to be a pivotal month as markets grappled with competing narratives: resilient equity performance versus deepening labor market concerns; and central bank easing versus mounting fiscal anxieties.
Market Update – September 2025
August 2025 set the tone for a cautiously optimistic outlook as we move into the final months of 2025. Despite mixed signals in the U.S. labor market and political headwinds surrounding the Federal Reserve’s independence
