Weekly Market Recap – Week Ending April 17, 2026 U.S. equity markets extended their upward momentum this week, led by strong gains in technology and growth-oriented segments, as reflected in the sharp advances in the Nasdaq-100 and semiconductor-linked names. Broad-based indices also moved higher, supported by resilience in large caps and selective strength across communication … Read more
Weekly Market Recap – Week Ending March 13, 2026 U.S. equity markets experienced broad-based weakness this week as investors remained cautious amid ongoing macroeconomic uncertainty and continued sector rotation. Most major equity benchmarks declined, with technology, industrial, and consumer discretionary sectors leading the pullback. Despite the broader market softness, the energy sector showed relative strength, … Read more
The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends. As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more