Weekly Market Update: August 25, 2026
After three consecutive weeks of gains, U.S. equity markets pulled back as investors contended with another surge in long-term Treasury yields, rising energy prices, and renewed concerns about fiscal deficits. Importantly, we believe the weakness was driven more by valuation pressures from higher interest rates than by deterioration in economic fundamentals. In our view, the primary challenge for markets remains the rapid repricing occurring in long-term bond markets, where investors are demanding higher compensation for inflation, fiscal, and supply-related risks.
Monthly Market Recap: August 2025
In August’s market recap, Amaury provides insights on global equities, mid-cap and small-cap stocks, the Jackson Hole Symposium, and more.
Monthly Market Update: February 2024
In this video, we provide a recap of what happened in the market during the month of February.