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Hilton Capital’s take on what’s moving markets and what it could mean for the path ahead. View the archive to read past editions.
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June 25, 2026
Markets remain supported by strong fundamentals, even as the policy backdrop continues to evolve, while the wealth management industry is navigating shifts of its own.
Read More →May 21, 2026
With inflation running broader and stickier than a single print suggests, rate cut hopes are fading—and a hike is back on the table.
Read More →April 30, 2026
AI spending may face an early earnings check as markets ride their strongest April since 2020.
Read More →March 19, 2026
Oil holding at about $100 per barrel is forcing markets to rethink inflation, growth, and the risk of a broader stagflation phase.
Read More →February 26, 2026
AI is shifting from “feature” to “foreman,” and markets may be starting to price in a new divide: workflow orchestrators versus commoditized plumbing.
Read More →January 15, 2026
RIAs dodge an AML curveball, AI moves into daily workflows, and markets signal rotation over recession.
Read More →December 18, 2025
In this issue: Fed cuts rates but future policy seems uncertain, labor cools without cracking, and Regulation S-P’s December 3 deadline marks the real start of compliance work.
Read More →November 06, 2025
Fed Messaging Turns Murky, 401(k) Reform Advances, RIA Risks Reorder
Read More →September 25, 2025
New Power Player in the U.S. Economy
Read More →August 26, 2025
Income Innovation From Hilton & Rate-Cut Signals From Powell
Read More →July 17, 2025
AI's Split Screen: Market Concentration, Uneven Impact
Read More →June 12, 2025
Finding Value in Market Crosscurrents
Read More →May 08, 2025