Economic & Market Updates
Week Ending: September 11th, 2026
Inflation is Increasing Pressure on the Fed. Economic data releases were light this week given…
Midterm Election and Stocks: What Matters, and What Doesn’t
Abstract: Presidential Election Cycle Theory generally supports the outlook for stocks next year. According to…
It’s Not Just Mega-IPOs, US Issuance Pipeline is Exceptionally Strong
Abstract: SpaceX, Anthropic and OpenAI are getting all the hype but the pipeline of US…
The Hidden Risks Behind the Market’s AI-Fueled Rally
Chief Market Strategist Gina Martin Adams joined Amy Wu Silverman on Yahoo Finance’s Trader Talk…
Navigating Inflation Risks and Rising Market Expectations: Gina Martin Adams on Schwab Network
Chief Market Strategist Gina Martin Adams joined Schwab Network’s Morning Movers to break down the…
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…