Market Update for the Month Ending July 31, 2026
Beyond the Headlines: Volatility Masks Improving Underlying Trends Fixed Income Update: A Volatile Month Geopolitical and Economic Update: Solid Fundamentals
Beyond the Headlines: Volatility Masks Improving Underlying Trends Fixed Income Update: A Volatile Month Geopolitical and Economic Update: Solid Fundamentals
Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500
Markets wrapped up May on a strong note, extending the rally that began after the March sell-off. While ongoing geopolitical
It was a disappointing month for stocks in October as a late-month sell-off caused all three major U.S. indices to
The streak of positive months for bond investors ended in October, as rising interest rates hit bond prices. The 10-year
The pullback in rate-cut expectations was due in large part to surprisingly strong economic data releases in October. A robust
While the economic backdrop and market fundamentals remain supportive, there are real risks for investors to monitor in the months
Despite the decline in October, market and economic fundamentals remain healthy. While down months can be challenging for investors, it’s