Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Latest Insights

Office workers using technology to increase productivity

The delicate shift toward an efficiency-driven economy

May 08, 2026 | Tyler Frawley, CFA

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

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Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

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If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.