The week ended July 24 was light on economic prints, falling inside the Fed’s blackout period for Fedspeak, with hedge funds in cleaner positions, having

In the week of July 12, the stock market headed into sessions where several dominant macro developments rarely converged—the start of the earning season, the

The week of July 5 was characterized by renewed Middle East tensions. Iran dangerously violated the ceasefire by attacking three commercial oil tankers, undermining the

Given the blistering 15% gain for the S&P 500 in the second quarter of 2026, at a time when concerns about the valuation of infrastructure

The S&P 500 ended the week of June 22 on a very sour note, falling 2.0% in part because traders had been surprised that Fed

In the week of June 14, the US and Iran peace deal, following a 60-day ceasefire memorandum of understanding to reopen the Strait of Hormuz