Market Insights

Rising bond yields and a broadening market

What could rising bond yields mean for investors and where might opportunities exist outside of mega-cap stocks? Denise Chisholm is joined by Brad Pineault on this episod

Market Insights: Breaking the Late Cycle Myth

Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skep

Market Insights: Hawkish Fed or Healthy Growth?

Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may

Market Insights: Oil Prices and Market Expectations

Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatilit

Market Insights: Geopolitics, Oil, and the Tech Reset

Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportun

Market Insights: How Geopolitics Are Shaping 2026

Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains es

Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter

Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what toda

Market Insights: What’s Driving Market Rotation in Early 2026

Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed c