Market Insights

by Concenture Wealth Management

Economic Perspective | February 2026 Chartbook

GDP growth slowed while inflation moderated and Treasury yields declined. Sector rotation favored Energy, Materials, and Utilities as global equities outperformed and investors shifted away from mega-cap tech.

Market Insights – Week Ahead: March 9, 2026

Oil prices surge near $100 amid Iran tensions while stocks correct modestly and volatility rises. Weak jobs data, sector rotation into Energy, and upcoming CPI and GDP reports keep investors focused.

Market Insights – Week Ahead: March 2, 2026

Oil tests $75 resistance amid Iran tensions while Energy and Defense stocks rally. Treasury yields and mortgage rates fall below 6%, REITs break out, and sector rotation strengthens as Technology corrects.

Market Insights – Week Ahead: February 23, 2026

The Supreme Court strikes down broad tariffs, inflation remains sticky, and GDP slows to 1.4%. Global markets strengthen, earnings stay solid, Energy breaks out, and investors watch PPI data and Nvidia earnings.

Market Insights – Week Ahead: February 17, 2026

Jobs exceeded expectations with unemployment falling to 4.3% while CPI cooled to 2.4%. Treasury yields declined, Energy and Materials led performance, and investors now turn to Fed minutes and fresh economic data.

February 2026 Market Outlook

Volatility continues as leadership rotates beyond mega-cap tech. Explore AI-driven productivity gains, inflation risks, energy breakouts, metals shortages, international strength, and Bitcoin’s post-halving cycle.

Economic Perspective | January 2026 Chartbook

U.S. GDP growth remains strong at 4.4% while inflation cools to 2.4%. Explore equity sector leadership, global market performance, bond yields, and housing trends shaping the investment landscape.

Market Insights – Week Ahead: February 9, 2026

Volatility defines 2026 so far as the S&P 500 trades in a tight range and tech corrects sharply. Dow indices hit new highs, earnings impress, and Bitcoin rebounds after testing $60K. Eyes now turn to inflation data and Fed rate signals.

Market Insights – Week Ahead: February 2, 2026

Markets kicked off 2026 with a volatile start. The S&P 500 rose in January, sparking bullish full-year forecasts, while gold and silver plunged after a surprise Fed chair announcement. Get updated on earnings, energy, Bitcoin, and what’s next for the market.

Market Insights – Week Ahead: January 26, 2026

Stay informed on market trends as Q4 earnings season kicks off, gold targets soar to $6,500, and sectors like energy and materials lead. Key economic events and earnings from tech giants could shape market sentiment this week.

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.

Market Insights – Week Ahead: December 15, 2025

The Fed cuts rates to 3.5–3.75% and ends Quantitative Tightening, introducing “QE-lite” to boost liquidity. Silver surges 100% YTD, bank stocks hit new highs, and the SEC approves tokenized assets. Investors eye Witching Day volatility and key CPI and payroll data.

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.