Research track

Market Outlook

Index levels, macro trends, Fed policy and what's priced in.

2 articles

Market Outlook

Market OutlookNeutral

S&P 500 at All-Time Highs: Is the Rally Sustainable?

The index sits at records with earnings growing 22% — but leadership is narrow, valuations are full, and the Fed hasn't cut since March. A framework for staying invested without being complacent.

SPYQQQVOORSP+1 more

Jun 30, 2026 · 6 min read

Market Outlook

Market OutlookNeutral

Fed Holds Rates Steady: What the July FOMC Means for Your Portfolio

The Fed has been on hold since March with the policy rate at 3.25–3.50%. Sticky services inflation vs. a cooling labour market — here's the asset-by-asset playbook for the pause.

SPYTLTGLDSCHD

Jun 18, 2026 · 5 min read