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Daily Market Commentary

Professional market analysis and investment insights from RIA’s experts. Get timely perspectives on global market trends, policy impacts, sector movements, and economic developments that affect your investments. We cut through the noise with actionable analysis designed to help you make informed investment decisions. Subscribe to receive these updates every morning before the opening bell.

Size Matters: Can The Largest Stocks Continue To Lead?

By RIA Team, Sep 22, 2025

Does size matter? Since the Pandemic, and judged by the recent performance of the Magnificent Seven...

Market Mechanics Override Weakening Economic Data

By RIA Team, Sep 19, 2025

Since the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While the yield...

The Fed Cuts Rates: What Comes Next?

By RIA Team, Sep 18, 2025

Not surprisingly, the Fed cut rates by 25 basis points at yesterday’s meeting. With the cut,...

Semiannual Reporting Requirements Are Overhyped

By RIA Team, Sep 17, 2025

President Trump is pushing to reduce the SEC’s financial reporting requirements from quarterly to...

Trump’s BLS Reform Faces Steep Obstacles

By RIA Team, Sep 16, 2025

The White House has turned its attention to the Bureau of Labor Statistics after a series of steep...

Overnight Funding Costs Signal Liquidity Strain

By RIA Team, Sep 15, 2025

After years of abundant liquidity, U.S. overnight funding markets are beginning to show signs of...

Oilfield Servicers Find New Hope in AI Power Demand

By RIA Team, Sep 12, 2025

Oilfield service companies are fighting an uphill battle after years of weak demand from...

Oracle Puts the AI Infrastructure Trade Back in Action

By RIA Team, Sep 11, 2025

The AI infrastructure trade stagnated through August, with enthusiasm fading even after NVDA beat...

Main Street Optimism Ticks Higher Despite Hiring Challenges

By RIA Team, Sep 10, 2025

Main Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose to...

Healthcare Jobs Keep Labor Market Afloat: But For How Long?

By RIA Team, Sep 9, 2025

The August jobs report clarified what many investors already suspect: the U.S. labor market is...