Weekly Market Commentary

-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story.  Wall Street appeared poised to build on the prior week's gains, but regressed again as mixed signals on tariffs and a loss of sentiment gave reason to sell. ...

-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies.  A late rally on Friday afternoon, fueled on heavy volume from quarterly options' expiration, helped propel the S&P 500...

-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their assessment of US equities and...

-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility.  It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada, Mexico, and China.  The announcement that...

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical relations.  The Trump administration confirmed that 25% tariffs on Canada and Mexico would be effective...

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure. Investors are worried about valuations, trade tensions, inflation, and declining consumer sentiment. A...

-Darren Leavitt, CFA Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week.  Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald's, Roku, Cisco Systems, Draft...

-Darren Leavitt, CFA Uncertainty about global trade continued to be at the top of investors' minds as Trump announced 25% tariffs on Mexico and Canada while levying 10% on Chinese goods. Mexico and Canada's immediate reaction was to place tariffs on US goods. But an...

Darren Leavitt, CFA US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly changed the narrative around artificial intelligence in a heartbeat and on multiple fronts.  Capital...

Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the United States. It was a historic day indeed. The global markets were poised for a barrage of executive...