Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom line estimates comfortably, Wall Street is becoming increasingly concerned about one recurring theme within the earnings calls.
The Dreaded College Tour(s) I don’t know exactly when the “college tour” became a thing amongst college-bound teens or parents for that matter. I must admit, over the last several years I’ve enjoyed laughing at my Facebook friends who post their proud parent “weekend-a-pa-looza look at me” pre-college experience. But now I’m in it…and I’m not laughing. There comes a …
What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was embroiled in an eight week decline that had it on the brink of falling into correction territory down more than -10% from late January highs.
In this week’s GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment. Broad-based rally with rising retail influence: April gains have been strong across sectors and regions, fueled by AI-driven optimism …
After what has been another difficult first few months of the year for the second year in a row (remember the Liberation Day tariffs around this very same time last year?), the U.S. stock market is once again in bloom.
The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The quarter opened with momentum.
t has been a tough start to 2026 for financial markets to say the least. And following three years of relentless, tech fueled US stock market upside, many are now increasingly wondering whether the orange dancing in the eyes of investors for so long is finally starting to extinguish. With so much turbulence, volatility and uncertainty in today’s market, where the hell are we supposed to go?
Opening Day Opening Day: A Red Sox Fan’s Annual Return to Completely Unreasonable Expectations There are four official seasons in Boston: winter, still winter, construction, and Red Sox optimism. That last one arrives right on schedule every year, usually about 10 days before Opening Day, when every fan suddenly becomes a certified baseball analyst, meteorologist, and part-time therapist. And …
In this week’s GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East.
“Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You that hide behind walls, You that hide behind desks, I just want you to know, I can see through your masks” –Masters of War, Bob Dylan, 1963 Financial markets are transfixed by war. On Saturday, February 28, the United States and Israel …
