Retrospective: Week of 9/8-9/12
Posted inMarket Commentary

Retrospective: Week of 9/8-9/12

Macro Events & News Markets traded higher this week ahead of the Federal Reserve’s September 16–17 policy meeting, where investors expect more clarity on the path of interest rates. Technology…
The Week Ahead: Week of 9/8-9/12
Posted inMarket Commentary

The Week Ahead: Week of 9/8-9/12

There are a handful of earnings reports this week that could draw investor attention. Oracle Corporation (NYSE:ORCL), increasingly positioning itself as a major player in cloud and AI, will report…
Earnings: Salesforce FY26 Q2
Posted inEarnings Update

Earnings: Salesforce FY26 Q2

Salesforce Inc (NYSE:CRM) delivered solid FY26 Q2 results, exceeding expectations with $10.24 billion in revenue and $2.91 in EPS. Subscription revenue grew at a modest pace, with strength across geographies,…
Retrospective: Week of 8/25-8/29
Posted inMarket Commentary

Retrospective: Week of 8/25-8/29

Macro Events & News The week began with unexpected political drama as President Trump announced the firing of Fed Governor Lisa Cook over allegations of mortgage fraud. Markets largely ignored…
The Week Ahead: Week of 8/25-8/29
Posted inMarket Commentary

The Week Ahead: Week of 8/25-8/29

The week's spotlight centers on NVIDIA (NASDAQ:NVDA), which reports Q2 results Wednesday after market close. Beyond the numbers, the Q&A session will be closely watched for management's commentary on potential…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…
Retrospective: Week of 8/11-8/15
Posted inMarket Commentary

Retrospective: Week of 8/11-8/15

Macro Events & News Markets closed the week marginally higher amid a light earnings slate and mixed economic data. Chinese ADRs were in focus, with Tencent Holdings (OTC:TCEHY) reporting strong…
The Week Ahead: Week of 8/11-8/15
Posted inMarket Commentary

The Week Ahead: Week of 8/11-8/15

Earnings season is winding down with approximately 90% of the S&P 500 already reported, but several key names remain that could provide meaningful industry insights. Cisco Systems (NYSE:CSCO) reports Wednesday…
Posted inMarket Commentary

Retrospective: Week of 7/7-7/11

Macro Events & News Markets ended slightly lower after a choppy week marked by renewed trade tensions and shifting macro expectations. President Trump announced a new round of tariff threats…