Could a slowdown in AI spending actually benefit the broader economy? Following a volatile week for stocks, investors are reassessing the pace of AI investment and its impact on technology companies. Meanwhile, strong consumer spending and job growth suggest the underlying economy remains resilient. In this Market Update, we explore…
AI spending continues to accelerate, but will the returns justify the investment? As Microsoft, Alphabet and Amazon prepare to report earnings, investors are looking beyond revenue growth to evaluate the rising costs of AI infrastructure, increased debt financing and the potential for sustainable profits. Explore why investors are becoming more…
The S&P 500 has gained approximately 115% since October 2022, but market leadership remains concentrated in a handful of companies. With earnings expectations rising, can corporate profits continue supporting the rally? Explore what's driving market performance and why technology and AI remain in focus. #MarketUpdate #Investing #EPWealth
Inflation Is Down. Why Doesn't It Feel Like It? Inflation has fallen considerably from its peak, but prices remain elevated after several years of increases. We look at why slower inflation doesn't necessarily mean relief for household budgets, and what upcoming inflation and retail sales data could mean for the…
Consumer confidence has fallen to its lowest level since 2014, as inflation pressures and a cooling labor market weigh on households. Yet consumer spending remains surprisingly resilient. In this week’s Market Update, Adam N. Phillips explores why growing household wealth may be helping support spending and what the increasing connection…
The Federal Reserve raised interest rates for the first time since 2023, with policymakers currently projecting another hike before year-end. Meanwhile, rising energy costs, particularly diesel, could add to inflation pressures and influence the Fed’s path forward. This week’s Market Update examines the relationship between energy prices, inflation and interest…
Treasury yields are back above 5%, but stocks remain near record highs. Why? This week’s Market Update examines what’s driving interest rates higher, the strength of the U.S. economy, narrowing market breadth, and the inflation and employment data investors will be watching next. #MarketUpdate #Markets #Investing #Economy #EPWealth
Treasury Demand Holds Firm | Market Update Strong demand for U.S. Treasury debt offered an encouraging signal last week, even as inflation pressures returned. This week, attention turns to the Federal Reserve as investors weigh a potential rate hike and what the decision could mean for the Fed’s credibility and…
Long-term Treasury yields have climbed to levels not seen in decades. This week's Market Update explores the key forces driving higher interest rates, how they affect borrowing costs, corporate investment, and stock valuations, and why diversification remains an important part of a long-term investment strategy. #MarketUpdate #InterestRates #TreasuryYields #Investing #FinancialPlanning
Markets are navigating geopolitical uncertainty, inflation concerns and higher bond yields, yet strong corporate fundamentals continue to provide support. This week, we look at earnings growth, broad market participation and record profit margins—and what they may mean for long-term investors. market update, stock market, S&P 500, corporate earnings, earnings season,…
Why did both stocks and bonds sell off after the Federal Reserve meeting? In this week's Market Update, Adam Phillips explains how uncertainty surrounding the Fed's future policy path contributed to higher Treasury yields and increased market volatility. Learn why communication matters, how rising interest rates affect investors, and why…
Fed Decision, Earnings Season & Market Outlook | Weekly Market Update This week's Market Update focuses on one of the most important weeks of the summer for investors. Adam Phillips discusses the Federal Reserve's upcoming interest rate decision, strong corporate earnings, elevated market expectations, and why maintaining a diversified portfolio…
The Market Update - Week of July 13, 2026 The S&P 500 has gained roughly 100% over the past four years, but what has driven those returns? As second-quarter earnings season begins, investors are watching whether strong corporate earnings, resilient consumer spending, and continued AI investment can support the market's…
Lower energy prices are helping ease inflation, but new pressures may be emerging from an unexpected source: artificial intelligence. As companies invest heavily in AI infrastructure, rising technology costs could keep inflation elevated and interest rates higher for longer. In this Market Update, we examine how these trends may impact…
The first half of 2026 has brought a noticeable shift in market leadership. While the S&P 500 has posted strong gains, performance has broadened beyond the "Magnificent Seven," with small-cap stocks, international equities, and emerging markets leading the way. In this Market Update, we explore what this shift means for…
Is the Federal Reserve entering a new era? In this week's Market Update, Adam Phillips explores the first Fed meeting under Chair Kevin Warsh, why inflation concerns remain elevated, and what shifting interest rate expectations could mean for investors. Topics covered: • Federal Reserve policy • Inflation outlook • Interest…
The U.S. economy continues to show resilience, with strong job growth highlighting the strength of the labor market despite ongoing concerns about inflation and global uncertainty. In this week's Market Update, Adam Phillips, CFA®, CAIA, CFP®, examines the latest employment data, upcoming inflation reports, shifting Federal Reserve expectations, and what…
SpaceX is expected to become the largest IPO in history, potentially debuting at a valuation approaching $2 trillion. But does that automatically make it a great investment? In this week’s Market Update, we explore: Why a great company is not always a great investment The risks of investing at extremely…
This week’s Market Update focuses on the growing disconnect between Wall Street and Main Street. Markets continue moving higher, driven largely by technology and artificial intelligence themes, while many consumers face increasing pressure from inflation and higher energy costs. The update also covers recent labor market data, real wage trends,…
Markets have rebounded to new highs following a sharp pullback earlier this month. This week’s Market Update highlights what’s driving the recovery, including rising earnings expectations, elevated interest rates, and the continued impact of geopolitical uncertainty. market update, stock market update, investing outlook, earnings growth #MarketUpdate #Investing #FinancialMarkets #StockMarket
Markets have rebounded to new highs following a sharp pullback earlier this month. This week’s Market Update highlights what’s driving the recovery, including rising earnings expectations, elevated interest rates, and the continued impact of geopolitical uncertainty. market update, stock market update, investing outlook, earnings growth #MarketUpdate #Investing #FinancialMarkets #StockMarket #FederalReserve
This week’s Market Update focuses on what has changed and what has not as the conflict in the Middle East continues. The update covers the shift in expectations for Federal Reserve rate cuts, the continued resilience of the labor market, and why strong corporate earnings are helping support markets despite…
Markets turned volatile this week as the conflict in the Middle East continued, pushing oil prices above $100 per barrel and raising concerns about inflation and economic growth. The S&P 500 has pulled back from recent highs as investors assess the potential impact of rising energy costs and a weaker-than-expected…
In this week’s Market Update, we discuss the market’s reaction to recent geopolitical developments and what investors should focus on moving forward. While headlines drove short-term volatility, markets recovered quickly as investors assessed the broader economic impact. Historically, geopolitical events alone have not led to prolonged market declines. We also…