Navigating Volatility

Over the weekend, global markets were shaken by significant geopolitical developments, as the US and Israel carried out coordinated strikes on Iran that resulted in the death of Iran’s Supreme Leader. Iran responded with missile strikes, which escalated tensions and...
Revisiting 2025 Employment

Revisiting 2025 Employment

The US Bureau of Labor Statistics published its final benchmark revisions covering employment during the 12‑month period between April 2024 and March 2025. The revisions showed that payrolls were revised lower by 898,000 jobs compared with the originally reported...
Markets Rotate: What’s Driving the Shift; Plus, the Dow Crosses a Milestone

January Barometer Flashes Green, a Sleepy Fed Gathering

The so-called January Barometer holds that the market’s performance in January—measured by the S&P 500 Index—tends to foreshadow how stocks will perform during the year. Since 1970, January finished higher 33 times and fell 23 times, excluding this month’s...