CCM Commentary Q226
MARKET SUMMARY: The second quarter of 2026 was a dramatic and historic one for financial markets, highlighted by powerful sector rallies, macroeconomic shifts and [...]
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 [...]
CCM Commentary Q425
MARKET SUMMARY: Investors enjoyed a resilient "everything rally" for both the stock and bond markets in 2025. The markets defied fears of a trade [...]
The K-Shaped Economy and Stock Market
Common Economic Recovery Shapes When an economy falls into recession and begins to recover, economists often describe the shape of that recovery using letters [...]
CCM Commentary Q325
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 [...]