by Helen Zha | Sep 7, 2026 | Newsletters
In August, U.S. equities rebounded from July’s pullback, with major indices finishing higher. The S&P 500 gained over 2%, with Nasdaq and broader tech complex leading the advance.Inflation Pressures & Rising Yields: Continued conflict in the Middle East drove...
by Helen Zha | Aug 9, 2026 | Newsletters
In July, U.S. equity markets entered a period of consolidation following strong gains earlier in the year. While the S&P 500 ended the month essentially flat, AI and the semiconductor complex logged their worst month of the year. Geopolitical Risk...
by Helen Zha | Jul 15, 2026 | Newsletters
June 2026 Market ReviewIn June, major U.S. stock indexes declined by ~ 1% to 3%, while the small-cap index gained approximately 4%. Geopolitical risks abated after the Trump administration and Iran reached an MOU, triggering a collapse in oil prices. Consequently,...
