(25 January 2026) US stocks ended the week slightly lower as Greenland-related tariff fears briefly shook market confidence. President Trump calmed the early week volatility, however, after announcing a face-saving deal with the EU which would apparently give the US greater access to Greenland. Despite all the geopolitical melodrama, stocks remain within 1% of their recent highs.
The pullback was not surprising given the Mercury-Mars-Saturn alignment on January 19-20. Our backtest of previous such alignments showed a modest but distinctly negative bias. Evidence suggested that the most bearish influence from this alignment occurred within a 24-day span that begins 12 days before the alignment and lasts until 12 days after. This 24-day period had an average decline of -1.5%, albeit...
(18 January 2026) Stocks ended the week slightly lower as investors pondered the future of the Fed's independence after Trump's latest comments about Fed...
(28 December 2025) Stocks pushed higher last week as favorable holiday seasonality combined with strong GDP data to fuel gains in financials and industrials. ...
(21 December 2025) Stocks were mixed last week as the inflation rate ticked lower while manufacturing data showed more signs of weakness. The NASDAQ...
(23 November 2025) Stocks moved lower last week as hopes for a December interest rate cut dwindled following hawkish comments from some Fed governors. ...
(16 November 2025) After a volatile week, US stocks finished largely unchanged as investors considered the possibility that the Fed may not cut rates...
(9 November 2025) Stocks fell sharply last week as worsening consumer sentiment data signaled economic slowing and reignited recession worries. Among the worst hit...
(2 November 2025) Stocks rebounded last week as the Fed delivered a widely-anticipated interest rate cut of 25 basis points. While investors welcomed the...
(26 October 2025) US stocks reached new all-time highs last week as the latest round of inflation data was within consensus expectations. The current...
(19 October 2025) Stocks rebounded last week after President Trump walked back his latest tariff threat against China. Gold and silver also extended their...