4 articles
Clear filtersCIO Perspective Series – 4Q 2026 Market Update
https://www.youtube.com/watch?v=dkQj73VC93Q
Read the note →
Q3 in Review: Oil, Rates, and the Growing Weight of AI
Strong fundamentals helped markets absorb a volatile third quarter, while the AI buildout reached a scale that now touches the broader economy.
Read the note →
He Who Owns the Gold Makes the Rules
Gold, the Treasury market, and the dollar: separating routine plumbing from what is genuinely new, and what it means for positioning.
Read the note →
Global Liquidity, Treasury Yields, and the U.S. and Japan Yen Intervention
Japan and the U.S. Treasury intervened to support the yen. What it signals for global liquidity and Treasury yields.
Read the note →
The views expressed in LaSalle St. Capital Management’s market commentary represent the opinions of the investment team as of the date of publication and are subject to change without notice. Commentary is provided for informational purposes only and does not constitute investment advice.