Charts of the Week: June 15-19

The S&P 500’s latest quarterly rebalance offers a fascinating snapshot of where investors believe the U.S. economy is headed. Effective June 22, 2026, the index will add Marvell Technology and Flex while removing Pool Corporation and Campbell’s Company. While index changes are often viewed as routine housekeeping, they frequently provide insight into broader market trends …

There’s always some uncertainty around a new Fed chair and how they’ll handle the communication of monetary policy. But it’s usually more around style rather than substance. In Kevin Warsh’s case, the concern is substance, or lack of it. While 12 FOMC members set policy, the chair plays the central role in explaining the thinking …

Cost, quite rightly, is one of the first considerations investors look to when analyzing investment options. How much of an investment’s return is lost to costs? But what costs are they really referring to? It seems that nine times out of ten, the discussion centers on the management fee of a product. Mutual funds, ETFs, …