by junaidadmin | Jun 16, 2026 | Market Commentary
Printer Friendly Version The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of...
by junaidadmin | Jun 8, 2026 | Market Commentary
Printer Friendly Version Market adjustments and yields: Fixed income markets have absorbed significant geopolitical and economic developments in recent months, particularly since the escalation of the Iran conflict. Treasury yields have risen sharply, reflecting a...
by junaidadmin | Jun 1, 2026 | Market Commentary
Printer Friendly Version Add Context, and Stock Market Valuations are Fair We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment....
by junaidadmin | May 26, 2026 | Market Commentary
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given...
by junaidadmin | May 18, 2026 | Market Commentary
Energy Shock Expected to Hit Prices Harder Than the Economy Printer Friendly Version Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even...
