Commentary
March 26, 2026 | Chart of the Week
When Fear Leads Reality: Inside 2026’s Volatility SurgeMarch 23, 2026 | Monday Morning Perspectives
Rates Rising and ReversalMarch 19, 2026 | Chart of the Week
Drug Patent Cliff is a Catalyst for BiotechMarch 16, 2026 | Monday Morning Perspectives
A Record-Setting WeekMarch 12, 2026 | Chart of the Week
Anchored Inflation: Key to Keeping Bond Market TameMarch 9, 2026 | Monday Morning Perspectives
Oil RisingMarch 5, 2026 | Chart of the Week
The Mortgage “Mendoza Line”March 2, 2026 | Monday Morning Perspectives
Jobs, Tech Earnings and Iran to Set the Week’s ToneFebruary 26, 2026 | Chart of the Week
When AI Became a Headwind: Dispersion and Rotation in Early 2026February 23, 2026 | Monday Morning Perspectives
Economic Surprises, Hawkish Fed and Resilient Equities in a Volatile WeekFebruary 19, 2026 | Chart of the Week
Sell-Offs Powered by AIFebruary 17, 2026 | Monday Morning Perspectives
Treasury Yields Move Lower as AI Concerns ContinueFebruary 12, 2026 | Chart of the Week
From Power to Pressure: GPs Beginning to Discount their Management FeesFebruary 9, 2026 | Monday Morning Perspectives
Markets Finish the Week StrongFebruary 5, 2026 | Chart of the Week
Software Sector Stress Sends Leveraged Loans Lower