Week in Review: Stocks Edge Higher Amid Rotation and Light Holiday Trading Author: Montecito Capital Management Dec 26, 2025 For the week ending December 26, U.S. equity markets finished modestly higher. The S&P 500 gained about 1.4%, the Dow Jones
Two Markets in One Week: Inflation Blinks, Tech Rebounds, and Risk Returns Author: Montecito Capital Management Market Performance: A Tepid Week That Ended with a Rally After a volatile, stop-and-start week, U.S. equities finished on a more constructive note. The
Dow Rises, Nasdaq Slides: What’s Driving the Market Split Author: Montecito Capital Management This week’s action in U.S. stocks was a classic example of “two markets in one.” The Dow Jones Industrial Average rose about +1.17%, while the broader S&P 500
Author: Montecito Capital Management The United States has entered a financial period defined by a stark imbalance: the nation now carries more debt than the economy produces in an entire year, and that debt continues to grow faster than the
Author: Montecito Capital Management The U.S. stock market recently hit fresh all-time highs, but the rally has been narrowing and therefore more concentrated, raising important questions for investors. Much of the year’s gains have been driven by a handful
Author: Montecito Capital Management Businesses across the country are under increasing cost pressure, and many are now passing those higher costs on to consumers. According to the Federal Reserve’s latest Beige Book, companies continue to report elevated input prices