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Weekly Commentary

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John McHugh | Oct 19, 2026

Weekly Market Commentary - Week Ending Saturday, October 17, 2026

Market Rotation Creates New Opportunities: Earnings Growth, Diversification, and a Broadening Investment Landscape
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John McHugh | Oct 12, 2026

Weekly Market Commentary - Week Ending Saturday, October 10, 2026

The S&P 500 closed the week at 7,811.54, up 1.15% and within a fraction of its all-time high set earlier in the week. The Dow added 0.9% to finish near 51,655

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John McHugh | Oct 5, 2026

Weekly Market Commentary - Week Ending Saturday, October 3, 2026

Executive Summary - Earnings over stories in stocks. Real income back in bonds
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John McHugh | Sep 28, 2026

Weekly Market Commentary - Week Ending Saturday, September 26, 2026

The Tape Held. The Cost of Capital Did Not Stay Quiet.
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John McHugh | Sep 21, 2026

Weekly Market Commentary - Week Ending Saturday, September 19, 2026

A Split Tape After the First Hike in Three Years

 

Rates, oil, and earnings quality — not headlines — decided the week.

Markets spent this week doing what they

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John McHugh | Sep 15, 2026

Weekly Market Commentary: September 12, 2026

Markets spent this week doing what they often do when two powerful forces collide: they priced the inflation shock first, then they priced the earnings reality

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John McHugh | Sep 15, 2026

Weekly Market Commentary: September 5, 2026

A Narrow Ledge, not a Panic Tape

Jobs surprise, $91 oil, and a live September FOMC — with leadership still broader than the AI headlines.

The stock market spent

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John McHugh | Aug 17, 2026

Weekly Market Commentary: August 15, 2026

The market continued its measured advance this week, with the S&P 500 posting its third consecutive weekly gain and closing at 7,785.76, up 0.36%. The index

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John McHugh | Aug 10, 2026

Weekly Market Commentary: August 8, 2026

U.S. equities delivered their strongest weekly performance since April, with the major averages advancing broadly and the S&P 500 closing at a fresh record high

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John McHugh | Jul 28, 2026

Weekly Market Commentary - July 25, 2026

Markets spent the past week in a familiar late-July pattern: consolidation near highs, selective sector rotation, and elevated attention on the twin catalysts

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John McHugh | Jul 20, 2026

Weekly Market Commentary - July 17, 2026

Markets showed resilience through much of the week but finished on a softer note amid late-session pressure, particularly in technology. Here is the daily S&P

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John McHugh | Jul 15, 2026

Weekly Market Commentary - July 11, 2026

Markets demonstrated notable resilience this week despite a flare-up in geopolitical tensions and the usual summer trading dynamics. Equities posted modest net

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