Blog posts by Phil Frattali, CFA

Markets reached record highs in May, but a narrowing rally, rising inflation, and new Fed leadership warrant a closer look at risk. Read More

Markets rebounded sharply in April 2026 as geopolitical tensions eased, earnings remained strong, and investor sentiment improved. Read More

Geopolitical tensions and an oil shock drove a global market selloff in March 2026, as investors reassessed inflation, rates, and growth risks. Read More

Markets rotated in February as AI concerns cooled mega-cap tech stocks while value, international stocks, and bonds helped broaden market leadership. Read More

January 2026 opened with gains but plenty of noise as markets navigated geopolitics, Fed uncertainty, and volatility while fundamentals stayed resilient. Read More

December 2025 closed a strong year for global markets, led by international stocks, while rising U.S. market concentration and volatility shaped returns. Read More

November saw a brief risk-off tone as investors reassessed AI, rates, and the shutdown. Stocks were mixed while bonds gained as long-term yields fell. Read More

Markets surged in September, posting the best month in 15 years after the Fed’s first rate cut and amid anticipation of further easing ahead. Read More

Markets showed resilience in August, with stocks and bonds advancing despite concerns over tariffs, labor market weakness, and the Federal Reserve. Read More

Global markets rallied in June 2025, driven by stronger-than-expected corporate earnings and growing expectations of a Federal Reserve rate cut. Read More