Quarterly Market Update | October 11, 2026 Key Updates on the Economy & Markets The third quarter combined solid economic and corporate fundamentals with renewed pressure from oil and interest rates. Oil traded back above $100 per barrel, inflation remained elevated, Treasury yields surged higher, and the Federal Reserve raised rates in September. The S&P 500 traded higher and set a new all-time high as corporate earnings and economic activity remained strong, but beneath the

Monthly Market Update | September 1, 2026 Monthly Market Summary The S&P 500 Index returned +2.7% in August and set a new high. Five of the eleven S&P 500 sectors traded higher, with four outperforming the broad index. Energy (+7.0%) led all sectors, followed by Technology (+6.2%) as the sector rebounded from a July selloff and Materials (+6.0%) as gold gained nearly +10%. Utilities (-4.8%) led to the downside, followed by Industrials (-2.6%) and Real Estate (-1.9%). Bonds

Stocks Hold Steady Despite a Busy Month of Geopolitical and AI Headlines Monthly Market Summary · The S&P 500 Index returned -0.1%. Energy led all S&P 500 sectors with a +12.6% return as geopolitical tensions caused oil to trade higher. Financials (+6.2%) was the second-best performing sector, followed by the defensive trio of Real Estate (+2.5%), Health Care (+2.4%), and Consumer Staples (+2.1%). Technology (-3.4%) underperformed as AI stocks gave back some of their g