Market Insights
by Concenture Wealth Management
Market Insights – Week Ahead: January 20, 2026
This week highlights a powerful equity rally as small caps break out, transportation stocks hit new highs, and market breadth expands. Discover insights on Treasury yields, sector performance, and how investors can stay positioned amid volatility, earnings season, and global economic shifts.
January 2026 Market Outlook
Strong economic growth, AI-driven productivity, and a powerful secular bull market are shaping investment opportunities for 2026. Explore insights on inflation, earnings, interest rates, trade policy shifts, and sector trends to help position portfolios for long-term success.
Economic Perspective | December 2025 Chartbook
The December 2025 Market Outlook offers a detailed look at how inflation cooled, growth stabilized, and global markets surged into 2026. Explore key economic insights, bond yield shifts, and equity performance trends shaping investment strategy and confidence heading into the new year.
Market Insights – Week Ahead: January 12, 2026
The first post-shutdown jobs report signals stability as productivity surges nearly 5%. Explore rising oil risks from Iran, bullish trends in transports and small caps, silver’s breakout toward $200, and how diversification remains key amid Fed investigations and global tensions.
Market Insights – Week Ahead: January 5, 2026
Read about how the weekend developments in Venezuela, oil price risks near $55, rising Treasury yields, strong U.S. GDP growth, and sector rotation trends may shape early 2026 market dynamics.
December 2025 Market Outlook
Global equities rally as the secular bull market remains intact heading into 2026. Tech leadership resets, silver surges 100% YTD, and non-U.S. markets hit 30-year highs. Learn why diversification and fearless investing set up 2026 for growth.
Economic Perspective | November 2025 Chartbook
U.S. GDP rises 3.8%, inflation cools amid data delays, and global growth steadies as PMI readings expand. Corporate earnings remain strong, gold leads 2025 performance, and housing affordability hits record lows as the Fed weighs another rate cut.
Market Insights – Week Ahead: December 8, 2025
Markets await a potential “gift” from the Fed this week as investors anticipate a 25-basis-point rate cut amid policy division and leadership uncertainty. Gold remains 2025’s top performer, copper surges, and natural gas prices spike as cold weather drives demand.
Market Insights – Week Ahead: December 1, 2025
Holiday spending surges past $1 trillion as consumers keep the economy bright heading into December. The Fed faces pressure ahead of its rate decision, equity markets rally toward S&P 7000, and gold remains the year’s top-performing asset amid data delays and cautious optimism.
Market Insights – Week Ahead: November 24, 2025
Thanksgiving week brings optimism as oversold markets look to rebound. The S&P 500 eyes 7000 by year-end, volatility peaks, and Bitcoin shows signs of bottoming. With gold leading 2025 gains and the Fed eyeing December rate cuts, investors prepare for a year-end rally.
Market Insights – Week Ahead: November 17, 2025
Markets correct as investors rotate from Growth to Value stocks amid Fed uncertainty and high AI valuations. The S&P 500 remains on track for 7000 by year-end, biotech rallies, gold leads assets YTD, and Nvidia earnings could reignite momentum heading into the holidays.
Economic Perspective | October 2025 Chartbook
Inflation moderates to 3.0%, global PMI rises, and the Fed cuts rates to 3.75–4%. Despite the U.S. government shutdown delaying key data, equity markets advance on strong earnings and AI growth. Bonds and gold outperform as yields fall.
Market Insights – Week Ahead: November 10, 2025
Markets face volatility as the U.S. government shutdown becomes the longest in history. The Fed remains divided on future rate cuts, while earnings stay strong and the S&P 500 eyes a year-end rally. Gold leads 2025 performance, and investors await Buffett’s farewell letter.
Market Insights – Week Ahead: November 3, 2025
The Fed cuts rates and ends quantitative tightening as the S&P 500 hits new record highs. AI-driven data center investments soar, Nvidia surpasses $5 trillion in market cap, and sector rotation supports the ongoing bull market. Gold stays 2025’s top-performing asset.
Market Insights – Week Ahead: October 27, 2025
Markets rally after CPI data eases inflation fears, paving the way for a Fed rate cut. Earnings beat expectations, gold and silver correct within bull trends, and tech remains the top-performing sector. Treasury yields and mortgage rates continue to fall into year-end.
October 2025 Market Outlook
The secular bull market continues as the Fed prepares another rate cut, Treasury yields drop, and growth sectors lead. Tech, AI, and robotics drive productivity, while gold rallies and financials strengthen. Learn which sectors to favor into year-end.
Market Insights – Week Ahead: October 20, 2025
Stocks pull back on tariff fears but earnings stay strong, creating a buying opportunity. Major banks post record profits, the Fed signals another rate cut, and Bitcoin resets after a massive deleveraging event. Markets enter “trick or treat” season with volatility and opportunity.
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