BCAP Insights
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April 2026 Market Commentary
Table of Contents Geopolitical Tensions Employment, Inflation, & the Fed Market Overview Equities Fixed Income Commodities Earnings Reports and...
March 2026 Market Commentary
Table of Contents Tariff Talk Fed & Inflation AI & Software Stocks Geopolitics Earnings Market Overview BCW Stance February 2026 Market...
February 2026 Market Commentary
Table of Contents Federal Reserve Inflation & Unemployment Earnings Geopolitical Outlook Market Overview Benzor Capital Wealth Stance February...
January 2026 Market Commentary
Table of Contents A strong finish and a hopeful start Fed cuts and the "balance of risks" Inflation and employment: cooling, not collapsing Santa...
November 2025 Market Commentary
Table of Contents Government Shutdown Federal Reserve Outlook Inflation & Employment Landscape Market Performance Earnings Overview 2026...
October 2025 Market Commentary
Introduction October was a month of transition for both markets and policymakers, as investors navigated the effects of continued monetary easing, a...
September 2025 Market Commentary
Introduction September marked a turning point in U.S. monetary policy, with the Federal Reserve cutting rates by 25 basis points to a new target...
August 2025 Market Commentary
Introduction August 2025 has been a pivotal month for global markets, with investors weighing a cooling U.S. labor market, steady consumer...
July 2025 Market Commentary
Introduction July marked a pivotal month across global markets, policy arenas, and the investment landscape. Trade negotiations, monetary policy...
