Market Commentary Archives - Freedom Financial Partners

To The Moon (or Mars)?

SpaceX IPO highlights the power of the AI narrative, while a growing pipeline of new issuance may reduce a long-Standing technical tailwind for U.S. equities. Key Observations June offered a constructive test of portfolio diversification. Large cap U.S. stocks and emerging markets softened while small caps, developed market equities, and [...]

To The Moon (or Mars)?Trever Christian and John Schwalbach, Partners2026-07-14T09:53:17-05:00

Fed Transition Underway

Kevin Warsh assumes the role of Fed Chair with growth and inflation trending in opposite directions June 2026 Key Observations Global equities continued to push higher in May, bolstered by strong Q1 corporate earnings and an acceleration in enthusiasm surrounding AI. Emerging markets led the way, on the back of [...]

Fed Transition UnderwayTrever Christian and John Schwalbach, Partners2026-07-14T14:09:15-05:00

Earnings Power: Strong Results Drive Market Recovery

Earnings Power Strong Q1 earnings fuel global rally and reinforce the case for diversification April 2026 Key Observations Global equities rebounded sharply in April. Strong Q1 corporate earnings, led by mega-cap technology, restored investor confidence after a turbulent start to the year shaped by the conflict with Iran. Diversification beyond U.S. large cap continued [...]

Earnings Power: Strong Results Drive Market RecoveryTrever Christian and John Schwalbach, Partners2026-07-08T11:02:35-05:00

Energy, Inflation, and Uncertainty: What It Means for You

Global Artery Remains Closed March hands back the quarter's gains as the Strait of Hormuz stays shut and inflation anxiety returns April 2026 Key Observations In March Markets gave up much of the gains they had generated for the quarter as the Iranian conflict persisted. Stocks sold off on sentiment [...]

Energy, Inflation, and Uncertainty: What It Means for YouTrever Christian and John Schwalbach, Partners2026-07-08T11:03:53-05:00

What Today’s Market Volatility Means for Investors

I recently had the opportunity to join Minnesota Live – Money Mondays to discuss what’s happening in today’s stock market and how investors can navigate ongoing volatility. With so much noise in the headlines, it’s completely understandable to feel uncertain. Market swings, especially during times of geopolitical tension or economic [...]

What Today’s Market Volatility Means for InvestorsJohn S. Schwalbach2026-07-08T11:08:12-05:00

AI Frostbite

Disruption from AI paves way for assets outside of U.S. large cap Key Observations Global markets started the year strong and were broadly positive across asset classes in January. Concerns of potential disruption from new AI tools wreaked havoc on select sub-sectors such as software. Areas such as U.S. small [...]

AI FrostbiteTrever Christian and John Schwalbach, Partners2026-07-08T11:09:00-05:00

2026 Market Outlook: The Discipline Dividend

The Discipline Dividend: Capturing Opportunity and Managing Risk in an AI-Driven Market Key Observations Tempered return outlook: Our 2026 Capital Market Assumptions point to a tempered outlook as higher valuations and softer yields reduce return potential. AI exposure already embedded: Artificial intelligence (AI) is already woven deeply into equity markets, [...]

2026 Market Outlook: The Discipline DividendTrever Christian and John Schwalbach, Partners2026-07-08T11:10:21-05:00

A Pause for Perspective

What the recent commotion in markets reveals about the underlying cycle. Key Observations After a brisk rally in October, November saw muted returns across most asset classes. Policy participants have expressed sharply divergent views on future interest rate decisions, leaving investors cautiously optimistic. Leadership rotated toward real assets and commodities, [...]

A Pause for PerspectiveTrever Christian and John Schwalbach, Partners2026-07-08T11:11:06-05:00

Higher Highs

As the party keeps going, how important are all-time highs? Key Observations Q3 is on track to deliver a fourth straight quarter of double-digit earnings growth. The Fed’s October rate cut added momentum to already strong 2025 performance. The 0.25% cut was expected, but the tone surprised. Hawkish dissent [...]

Higher HighsTrever Christian and John Schwalbach, Partners2026-07-08T11:11:58-05:00

Fresh Perspectives Relative Insights

Fresh Perspectives
Relative Insights