Weekly Market Recap – Week Ending April 24, 2026 U.S. equity markets delivered a mixed but constructive performance over the past week, with strength concentrated in technology and growth-oriented sectors while several cyclical and defensive segments lagged. Mega-cap tech and semiconductor-linked names continued to drive momentum, supported by strong investor appetite for AI and innovation … Read more
Weekly Market Recap – Week Ending April 10, 2026 U.S. equity markets continued to show constructive momentum this week, with broad-based gains across major ETFs led by strength in technology and industrial sectors. Growth-oriented funds such as the NASDAQ 100 ETF (QQQM) and Technology Select Sector SPDR (XLK) posted solid advances, while the industrial sector … Read more
The month of March followed the old aphorism nicely from a weather and climate perspective. For most of the country, it went in like a lion with harsh weather conditions while the month ended like a lamb with relatively mild weather. The stock market, however, was another story altogether. It came in with hopeful trepidation … Read more
Weekly Market Recap – Week Ending April 02, 2026 U.S. equity markets continued their upward momentum over the past week, with broad-based gains across major sectors led by technology, industrials, and small-cap stocks. Growth-oriented ETFs, such as the NASDAQ 100 and Technology Select Sector, stood out with strong advances that reflect renewed investor confidence in … Read more
Weekly Market Recap – Week Ending March 27, 2026 U.S. equity markets experienced broad-based weakness this week, with growth-oriented and technology-heavy segments leading the decline, as reflected in notable pullbacks across major ETFs such as QQQM, XLK, and XLC. Despite this overall softness, pockets of strength emerged in energy and materials, where rising commodity prices … Read more
Weekly Market Recap – Week Ending March 20, 2026 Markets experienced broad-based weakness this week, with most major ETFs and sector benchmarks declining as investor sentiment remained pressured by persistent inflation concerns and heightened geopolitical uncertainty. Growth-oriented indices such as the Invesco NASDAQ 100 ETF and broader market proxies like the State Street SPDR Portfolio … 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
Weekly Market Recap – Week Ending February 27, 2026 Markets closed the week with measured gains across major equity ETFs, even as geopolitical tensions escalated and volatility expectations rose sharply. Broad-based funds such as QQQM (+0.97%), SPYM (+0.59%), and VB (+0.94%) advanced modestly, while sector performance was more pronounced in Communication Services (XLC +2.33%) and … Read more
Weekly Market Recap – Week Ending February 13, 2026 Volatility continues to define the early weeks of 2026, with markets swinging back and forth in short one-to-two day cycles. While headline indexes have struggled to establish sustained momentum, sector rotation remains active beneath the surface. Investors are increasingly reallocating capital away from extended mega-cap growth … Read more