Economic & Market Updates
Market Monitor September 2026
Economic Growth Steady, but Carried by Investment. Policy a Near-Term Risk.The build-out of artificial intelligence…
Week Ending: August 28th, 2026
Mixed Week of Economic Data Highlighted by Stubborn Inflation. The week kicked off withweaker than…
August Top Takes
Economy is Still on Solid Footing; Inflation is the Biggest Risk Most signals confirm that…
Fundamentals Continue to Power Stock’s Astonishing Advance
Abstract: The AI-powered earnings advance is the gift that keeps on giving to stocks, as…
Silver’s Dual Identity May Shine Through as Secular Meets Cyclical
Abstract: The price of silver has seen significant growth since 2025, meaningfully outperforming gold and…
Week Ending August 21, 2026, Market Recap
Mind the Middle of the Curve! Treasury intervention to stem the yield rise at the…
AI Debt Boom Pressures Growth Stocks
Chief Market Strategist Gina Martin Adams joined Schwab Network’s Morning Movers to discuss why rising…
Setting the Monetary Mainstage at Jackson Hole
Abstract: The theme of this year’s Jackson Hole symposium, “Financial Innovation: Implications for Payments and…
Lessons from Investment Booms Past
Abstract: Contrary to popular narratives, investment booms of the last 150 years do not show…
Life & Disability Insurance Planning for Professional Practitioners
Doctors, lawyers, architects, dentists, engineers, accountants, and other specialty-licensed professional practitioners face insurance planning risks…
Momentum Explains Much of the Wide Style Dispersion this Year
Abstract: Growth and value indices are sending a lot of mixed messages this year. Russell…
Gina Martin Adams on Market Leadership and Economic Trends
Gina Martin Adams, Chief Market Strategist, joined a recent segment of Reuters Markets Now. See…
Gina Martin Adams on Infrastructure, AI Spending, and Broad Economic Signals
Chief Market Strategist Gina Martin Adams joined Fox Business’ Making Money to share her perspective…
Week Ending August 14, 2026, Market Recap
Robert Shiller’s Cyclically Adjusted P/E (CAPE) may be hitting its peak as stocks grow more…
The AI Debt Deluge: Downgrade Risk, Not Default Risk – If You Own the Right Structure
Abstract: The AI Debt Deluge: Downgrade Risk, Not Default Risk – If You Own the…
AI is Driving the Largest Investment and Earnings Boom in 150 Years
Business investment in AI is on track to significantly surpass all other U.S. investment booms…
30-Year Yield Nears 20-Year Highs, and It Isn’t Just About the Fed
Abstract: 30-Year Yield Nears 20-Year Highs, and It Isn’t Just About the Fed The 30-Year…
Week Ending August 7, 2026, Market Recap
U.S. jobs growth is weakening again, but it will not likely materially impact the run…
Breadth Sending Bullish Cues as Capitalization Distorts Sector View
Abstract: Breadth Sending Bullish Cues as Capitalization Distorts Sector View Resurgent price breadth and a…
Beyond Tech: Gina Martin Adams on What’s Fueling Markets Now
Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call alongside other industry experts. With…