Insights

Markets experienced a notable shift in leadership as a sharp selloff in semiconductor stocks weighed heavily on broad equity indices despite generally constructive economic data…

Markets navigated another week shaped by geopolitics, inflation concerns, and shifting expectations for monetary policy. Renewed tensions between the United States and Iran contributed to…

In June’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on energy markets, inflation, housing, and more.

Markets began the second half of the year on a positive note as investors looked beyond softer labor market data and focused instead on the…

Markets experienced a notable divergence, as supportive macroeconomic conditions and moderating inflation were overshadowed by a sharp rotation within equities, most visibly in mega-cap technology…

Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in…

With the 2026 FIFA World Cup now underway, global markets and a global sport intersect in a way that offers a useful framework for investors.…

Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in…

In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income…

Markets experienced a notable shift in tone this week as stronger-than-expected economic data challenged the prevailing soft-landing narrative and prompted a reassessment of monetary policy…

Some nights sport hands you a metaphor too clean to ignore. Saturday was one of those nights. What can the San Antonio Spurs vs. Oklahoma…

Markets closed the week higher, supported by a combination of moderating inflation signals, incremental progress on geopolitical tensions, and continued strength in AI-driven earnings.