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08/06/2026
The S&P 500 finished July flat over the prior 1.5 months, but price action has been very eventful under the surface. Economic resilience and earnings strength continue to be the primary driver of equities.
Read the Weekly Market Guide.
Weekly Market Guide: August 5, 2026 amazonaws.com
07/30/2026
While the market has continued to trade largely sideways over the past week—a continuation of the trend in place since early June—we view this as a healthy consolidation following the strong advance from March through June.
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Weekly Market Guide: July 29, 2026 amazonaws.com
07/23/2026
Market Backdrop: Healthy Consolidation as the Market Remains Rotational: Equity markets continue to digest the powerful advance that began in March, with major indices largely moving sideways since early June.
Read more in the Weekly Market Guide.
Weekly Market Guide: July 22, 2026 amazonaws.com
07/16/2026
The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface.
Read more in the Weekly Market Guide.
Weekly Market Guide: July 15, 2026 amazonaws.com
07/09/2026
Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focused on two key catalysts: second-quarter earnings season and renewed geopolitical tensions in the Middle East.
Read more here.
Weekly Market Guide: July 8, 2026 amazonaws.com
07/02/2026
The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.
Read more in the Weekly Market Guide.
Weekly Market Guide: July 1, 2026 amazonaws.com
06/25/2026
Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.
Read more in the Weekly Market Guide.
Weekly Market Guide: June 24, 2026 amazonaws.com
06/18/2026
The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.
Read more in the Weekly Market Guide.
Weekly Market Guide: June 17, 2026 GCM_Weekly_Market_Guide.pdf
06/11/2026
The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.
Read more in the Weekly Market Guide.
Weekly Market Guide: June 10, 2026 amazonaws.com
06/04/2026
The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.
Read more in the Weekly Market Guide.
Weekly Market Guide: June 3, 2026 amazonaws.com
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