Research · Video Series
The Red Line
Our monthly market recap — a short video walking through what moved, what the trend is telling us, and how we’re thinking about risk heading into the month ahead.
New episode monthly
Short-form video
Market & risk commentary
The Archive
Every episode, in one place.
Browse past recaps below — each one a snapshot of what the market was doing, and what we were watching, at that moment in time.
The Red Line | September 2026 Recap
October 5, 2026
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The Red Line | July 2026 Recap
August 7, 2026
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The Red Line | May 2026 Recap
June 5, 2026
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The Red Line | April 2026 Recap
May 5, 2026
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The Red Line | March 2026 Recap
April 20, 2026
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The Red Line | February 2026 Recap
April 20, 2026
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The Red Line | January 2026 Recap
April 20, 2026
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The Red Line | December 2025 Recap
April 20, 2026
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The Red Line is provided for educational and informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Market commentary reflects views as of the date recorded and is subject to change. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
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The Red Line shows what the market is doing. Our strategy page shows what we do about it.