Weekly series
Market Compass
A concise recap of the week’s market-moving events and what to watch next — inflation prints, Fed odds, earnings, oil, geopolitics — written each week by CIO Matthew Rice, CFA, CAIA.
Market Compass · weekly
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One concise recap of the week’s market-moving events and what to watch next, written by our CIO at the end of each market week. No sales follow-up; unsubscribe any time.
Latest
This week and recent issues
Market Compass
Market Recap & Outlook: Your Weekly Market Compass – October 9, 2026
Stocks set fresh records this week even as the bond market tested levels not seen in a generation. The S&P 500 notched…
Market Compass
Q3 2026 Market Review: Middle East Conflict, Soaring Yields, and AI
Q3 2026 review: the Iran ceasefire collapsed, the Strait of Hormuz closed again and oil rose about 30%, reversing the…
Market Compass
Market Recap & Outlook: Your Weekly Market Compass – September 25, 2026
The bond market had a forceful week, and equities declined to listen. The 10-year Treasury yield jumped more than 13…
- Market Compass — September 18, 2026
- Market Compass — September 11, 2026
- Market Compass — September 4, 2026
- Market Compass — August 28, 2026
- Market Compass — August 21, 2026
- Market Compass — August 14, 2026
- Market Compass — July 17, 2026
- Market Compass — July 10, 2026
- Q2 2026 Market Review: A Historic Rebound, an Uneasy Peace, and a New Regime at the Fed
Archive
Every issue, by year
65 issues since July 25, 2025. Older issues stay online as a record of what we said and when.
2026
- Market Compass — June 26, 2026
- Market Compass — June 19, 2026
- Market Compass — June 12, 2026
- Market Compass — June 5, 2026
- Market Compass — May 29, 2026
- Market Compass — May 22, 2026
- Market Compass — May 15, 2026
- Market Compass — May 8, 2026
- Market Compass — May 1, 2026
- Market Compass — April 24, 2026
- Market Compass — April 17, 2026
- Market Compass — April 10, 2026
- Market Compass — April 5, 2026
- Q1 2026 Market Review: Geopolitical Disruption, A Style Rotation, and the Case for Patience
- Operation Epic Fury, the Strait of Hormuz, and Your Portfolio – March 29, 2026
- Operation Epic Fury, the Strait of Hormuz, and Your Portfolio – March 20, 2026
- Operation Epic Fury, the Strait of Hormuz, and Your Portfolio – March 15, 2026
- Operation Epic Fury, Markets, and Your Portfolio – March 9, 2026
- Market Compass — February 27, 2026
- Market Compass — February 20, 2026
- Market Compass — February 6, 2026
- Market Compass — January 30, 2026
- Market Compass — January 23, 2026
- Market Compass — January 16, 2026
- Market Compass — January 9, 2026
- Q4 2025 Market Review: A Year of Transition
2025
- Market Compass — December 26, 2025
- Market Compass — December 19 2025
- Market Compass — December 12 2025
- Market Compass — December 5 2025
- Market Compass — November 28 2025
- Market Compass — November 21 2025
- Market Compass — November 14 2025
- Passing the Baton: Why Your Financial Advisor’s Succession Plan Is the Key to Protecting Your Wealth
- Market Compass — November 7 2025
- Market Compass — October 31 2025
- The Rise of Private Lending: Growth, Structures, and Key Investor Considerations in 2025
- Market Compass — October 24 2025
- Market Compass — October 17, 2025
- Navigating Historic S&P 500 Valuations: Embracing Alternative Assets Amid Market Resilience and Uncertainty
- Market Compass — October 10, 2025
- Market Compass — October 3, 2025
- Q3 2025 Market Review: Resilience Meets Uncertainty
- Market Compass — September 26, 2025
- Market Compass — September 19, 2025
- Market Compass — September 12, 2025
- Market Compass — September 5, 2025
- Market Compass — August 29, 2025
- Market Compass — August 22, 2025
- Market Compass — August 15, 2025
- Market Compass — August 8, 2025
- Market Compass — August 1, 2025
- Market Compass — July 25, 2025