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Friday, May 1, 2026 Strength And Resiliency In U.S. Equity EarningsFirst quarter (or “Q1”) 2026 earnings season has been the strongest in nearly five years.
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Friday, May 1, 2026 April Recap 2026Earnings power. Strong quarterly earnings fuel global rally and reinforce the case for diversification.
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Wednesday, April 1, 2026 Suez CanalTo understand where this conflict may be headed, history offers a useful guide.
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Tuesday, March 31, 2026 March Recap 2026Global artery remains closed. March hands back the quarter's gains as the Strait of Hormuz stays shut and inflation anxiety returns.
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Saturday, February 28, 2026 February Recap 2026Winter Crosscurrents. Strong global equity markets in February were shrouded by escalating tension in the Middle East.
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Saturday, January 31, 2026 January Recap 2026AI Frostbite. Disruption from AI paves way for assets outside of U.S. large cap.
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Monday, December 1, 2025 December Monthly Market Recap 2025No Santa Claus Rally. Domestic markets narrowly notch positive returns as a weaker dollar propels non-US markets into record levels.
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Saturday, November 1, 2025 November Monthly Market Recap 2025What the recent commotion in markets reveals about the underlying cycle.
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Thursday, October 23, 2025 Broadening the RallySeptember saw a meaningful expansion in market leadership, with emerging markets and U.S. small-cap equities stepping into the spotlight.
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Wednesday, October 1, 2025 October Monthly Market Recap 2025Higher Highs. As the party keeps going, how important are all-time highs?
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Monday, September 1, 2025 September Monthly Market Recap 2025Resilience and Rotation: Fed cuts, global optimism and sector shifts define the month.
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Friday, August 1, 2025 August Monthly Market Recap 2025Rates Set the Price, Liquidity Sets the Terms. Markets run higher ahead of Fed rate announcement.
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Wednesday, July 9, 2025 “One Big Beautiful Bill” Becomes a RealityCongress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA).
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Tuesday, July 1, 2025 July Monthly Market Recap 2025Calm Above, Currents Below. Strong earnings season and resilient economy gives way to a weak July employment report.
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Thursday, May 8, 2025 Tariff Ripple EffectsWe are reminded of Newton’s third law: for every action, there is an equal and opposite reaction. The global economy is contending with a powerful new force: tariffs.
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Thursday, May 1, 2025 May Monthly Market Recap 2025Imperfect Independence. A brief review of Fed Independence.
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Tuesday, April 1, 2025 April Monthly Market Recap 2025From Liberation to Limbo. Trade policy shockwaves are just beginning to reverberate.
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Saturday, March 1, 2025 March Monthly Market Recap 2025Trumpenomics. Investors rotate toward certainty as President Trump seeks to reshape the economy.
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Thursday, February 6, 2025 Tariff TalkAlthough tariffs were absent from the flurry of executive orders in January, February brought new developments, with Canada, Mexico, and China now in the spotlight.
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Saturday, February 1, 2025 February Monthly Market Recap 2025Growth Scare Hits Risk Assets. High valuations come with high expectations. U.S. equity markets step back on growth concerns.
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Wednesday, December 11, 2024 Post Election Investment PlaybookOur outlook for the markets is broadly the same as it was before Donald Trump won the U.S. presidential election.
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Wednesday, December 4, 2024 Here to StayThe interesting journey of the Washington State Capital Gains Tax appears to have reached its final landing place.
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Friday, September 20, 2024 Elevator Going DownEarlier this week, the Fed announced a 50bps (basis points or 0.50%) reduction to the Fed Funds Rate, their key interest rate and primary lever for carrying out monetary policy.
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Wednesday, September 11, 2024 Buckle UpAfter the latest debate, the U.S. presidential election cycle is in full swing.
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Thursday, May 9, 2024 Washington State Capital Gains Tax Update & Initiative 2109It has now been over a year since the Washington Supreme Court upheld a law instituting a 7% tax on capital gains (i.e. profits) from the sale of assets (with some exceptions) exceeding $250,000.