Economic Research

Stay informed with timely commentary, market analysis, and educational updates designed to help you navigate your long-term financial strategy.

Global markets recap chart illustrating key performance metrics across US equities, comm
September 8, 2026
Explore our August 2026 market recap covering the S&P 500 rally, rising tech and energy sectors, rate hike expectations, and commodity performance insights.
Symbolic representation of performance across major stock indices, commodities, and sectors
August 3, 2026
July 2026 Global Markets Recap: Key insights on market rotation, surging oil prices, rising Treasury yields, and sector performance shifts.
Line charts showing U.S. and international equity performance alongside sector rotations for June 20
July 2, 2026
June 2026 Global Markets Recap: A hawkish Fed pivot shifts focus to inflation credibility, driving a notable rotation into value, defensives, and small caps.
Teal title card reading “Monthly Recap” over a blurred stock chart background
June 16, 2026
Discover how powerful AI momentum and strong tech earnings drove major indexes to record highs in May 2026, even as interest rates and inflation stayed sticky.
Monthly recap title card with blue overlay on a blurred stock market chart background
May 5, 2026
April's market report highlights a sharp rebound in risk assets led by AI & earnings. Discover how the S&P 500 and Nasdaq posted record gains despite oil volatility
Global stock market performance chart for March 2026 showing the impact of the energy shock and oil
April 7, 2026
March 2026 saw a record oil shock and stagflation risks as global stocks suffered. Discover how rising energy prices and shifting Fed policy redefined the market.
March 6, 2026
February 2026 saw a market shift as investors navigated trade policy volatility, AI disruption, and geopolitical tensions. Read our full global markets recap.
Global markets recap chart illustrating key performance metrics across US equities, comm
September 8, 2026
Explore our August 2026 market recap covering the S&P 500 rally, rising tech and energy sectors, rate hike expectations, and commodity performance insights.
Symbolic representation of performance across major stock indices, commodities, and sectors
August 3, 2026
July 2026 Global Markets Recap: Key insights on market rotation, surging oil prices, rising Treasury yields, and sector performance shifts.
Line charts showing U.S. and international equity performance alongside sector rotations for June 20
July 2, 2026
June 2026 Global Markets Recap: A hawkish Fed pivot shifts focus to inflation credibility, driving a notable rotation into value, defensives, and small caps.
Teal title card reading “Monthly Recap” over a blurred stock chart background
June 16, 2026
Discover how powerful AI momentum and strong tech earnings drove major indexes to record highs in May 2026, even as interest rates and inflation stayed sticky.
Monthly recap title card with blue overlay on a blurred stock market chart background
May 5, 2026
April's market report highlights a sharp rebound in risk assets led by AI & earnings. Discover how the S&P 500 and Nasdaq posted record gains despite oil volatility
Global stock market performance chart for March 2026 showing the impact of the energy shock and oil
April 7, 2026
March 2026 saw a record oil shock and stagflation risks as global stocks suffered. Discover how rising energy prices and shifting Fed policy redefined the market.
March 6, 2026
February 2026 saw a market shift as investors navigated trade policy volatility, AI disruption, and geopolitical tensions. Read our full global markets recap.