Research

Our newsletters

Our market analysis, every week.
Week of October 26, 2026

Newsletter for the week of October 26, 2026

The S&P 500 barely fell (−0.57%), yet the week was turbulent: the Fed held its rates, oil stayed at its highs and disappointing earnings were heavily punished on the market…

Read the article →
Week of October 12, 2026

Newsletter for the week of October 12, 2026

Sharp correction in technology stocks, U.S. inflation higher than expected and, beneath the surface, a positive rotation toward non-tech sectors…

Read the article →
Week of October 5, 2026

Newsletter for the week of October 5, 2026

The S&P 500 ends the week higher, but beneath that apparent gain the rotation is clear-cut: real estate and utilities…

Read the article →
Week of September 28, 2026

Newsletter for the week of September 28, 2026

The S&P 500 ends the week almost unchanged, after a September decline. The index suffered from the surge in interest rates before rebounding…

Read the article →
Week of September 21, 2026

Newsletter for the week of September 21, 2026

The S&P 500 ends the week higher, ending a run of three consecutive down weeks for the Dow Jones. The index rose about 0.5% in the single session of…

Read the article →
Week of September 14, 2026

Newsletter for the week of September 14, 2026

The S&P 500 ends the week nearly flat, down a marginal 0.1%, but that apparent calm hides a turbulent week. The Dow Jones lost more than 1.5% over the…

Read the article →
Week of September 7, 2026

Newsletter for the week of September 7, 2026

The S&P 500 ends the week down about 0.8%, despite a sharp Friday rebound of nearly 1% that broke a run of four consecutive down sessions. The ind…

Read the article →
Week of August 31, 2026

Newsletter for the week of August 31, 2026

The S&P 500 ends the week nearly flat, with a gain of about 0.1%, in a week shortened by the Labor Day Monday holiday and marked by sharp daily swings…

Read the article →
Week of August 24, 2026

Newsletter for the week of August 24, 2026

The Wall Street bell has just rung: the S&P 500 ends the week up 1.70%. Between Kevin Warsh’s speech at Jackson Hole, Nvidia’s blockbuster results a…

Read the article →
Week of August 17, 2026

Newsletter for the week of August 17, 2026

The S&P 500 ends the week down 2.12%, putting an end to three consecutive weeks of gains and records. After reaching new all-time highs the week…

Read the article →
Week of August 10, 2026

Newsletter for the week of August 10, 2026

The S&P 500 ends the week slightly higher, around +0.5%, after a string of all-time records. On Thursday the index posted its 27th record close of the year, with a high…

Read the article →