CCM Commentary Q126
MARKET SUMMARY: The first quarter of 2026 was defined by a sharp pivot from optimism to geopolitical volatility, as investors grappled with the war [...]
MARKET SUMMARY: The first quarter of 2026 was defined by a sharp pivot from optimism to geopolitical volatility, as investors grappled with the war [...]
The U.S. economy is beginning 2026 in better shape than many expected. After a choppy 2025 that included a government shutdown and uneven growth, [...]
MARKET SUMMARY: Investors enjoyed a resilient "everything rally" for both the stock and bond markets in 2025. The markets defied fears of a trade [...]
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]
U.S. Economic Growth: The latest economic data paints a mixed picture. Second-quarter GDP was revised up to 3.3%, primarily driven by inventory adjustments tied [...]