Insights Investments

Thanks for reading this week’s Charts of the Week Each week, we highlight a small set of charts we think best capture what’s happening beneath the market’s surface. This week’s charts focus on key trends across the economy, housing, inflation, labor, and markets that continue to shape the investment backdrop. We’ll keep publishing Charts of …

President Trump took office a year ago, and markets continue to be driven by his policy ambitions. Especially tariffs. In our 2025 Outlook we warned that tariffs were a looming threat. That materialized in dramatic fashion on Liberation Day (April 2nd, 2025), but as we noted a year ago, President Trump likely sees the stock …

We’ve been talking about the fiscal impulse from the individual tax cuts coming for a while now, and highlighted this as a potential tailwind in our 2026 Outlook: Riding the Wave. Here’s what we wrote in our Outlook: “The One Big Beautiful Bill Act (OBBBA) is going to increase deficits by about $4 trillion over …

Wars, unemployment, the Fed…. Greenland — noise is and always will be abundant in financial markets. This noise isn’t all bad, and it’s our job to parse through it for you, but as we say time and time again, what really matters for stocks is earnings. Ultimately, a lot of factors affect earnings, but the …

The December CPI release was an important one because it closes the book on 2025. Here’s how headline and core CPI inflation (ex food and energy) have ended each of the last 4 years: By itself, the drop in inflation is more than welcome, and allows the Fed to focus on labor market risks. But …

After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Reserve, and what it could mean for markets, confidence, and policy credibility. They react to Jamie Dimon’s …

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Peter Lynch 2026 so far feels like a repeat of 2025, as stocks are making new highs around the globe, with gold and silver soaring as well. As we noted in our …

Thanks for reading our Charts of the 2026 Outlook In this special edition, we’ve pulled together the charts we think matter most as we look ahead to the year to come, covering the economy, markets, policy, and the forces shaping investment outcomes in 2026. Rather than a weekly snapshot, this is a broader look at …

By Blake Anderson, CFA®, Associate Portfolio Manager “Demand for AI compute is skyrocketing.” ~Jensen Huang at Consumer Electronics Show 2026 This year’s Consumer Electronics Show (‘CES’) might as well have been called the ‘Nvidia Show-off Show’ in my opinion. Nvidia used the opening night keynote address to introduce its newest chip family – Rubin – …

The payroll report for the final month of 2025 stayed true to form, with the data all pointing in different directions. The big picture remains the same — a lot of people are working, but hiring is weak for a few reasons. Employers across industries appear reluctant to hire amid economic uncertainty and policy headwinds, …

As we look back at 2025, it’s fair to say the wall of worry was higher than ever. We started last year with pundits warning that the “delayed” recession was finally arriving. We saw massive volatility around “Liberation Day” in April, where the S&P 500 nearly fell into a bear market. We heard constant chatter …