Professor Siegel's Weekly Commentary Archive
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Access an archive of Professor Siegel's insightful weekly commentaries on this page.
For additional insights, visit our On the Markets page.
Special Edition Commentaries
July 2026
07.27.26 Rising Oil and Real Yields Test Equity Leadership
07.20.26 Cooling AI Frenzy Reveals a Healthier Bull Market
07.13.26 Oil Stays Calm as Strong Earnings Keep Bull Market Intact
June 2026
06.29.26 Economic Resilience, Fading Inflation Supporting Value Rotation
06.22.26 Disinflation Trend Keeps Rate Hikes Unlikely
06.15.26 Falling Oil Prices Reinforce Bullish Outlook
06.08.26 Mideast Escalation, Strong Jobs and Resilient Economy Delay Cuts
May 2026
05.26.26 Potential Iran Settlement Sends Market To Highs
05.18.26 China Summit Disappointment Stresses Markets
05.11.26 A Resilient Labor Market Delays Fed Cuts
05.04.26 Fed Bias Shifts and Earnings Reinforce Bullish Outlook
April 2026
04.27.26 Strong Earnings with AI Boom Offset Oil Fears
04.20.26 Peace Setback, but Liquidity and War Spending Lift Equities
March 2026
03.30.26 Strait Risk and Yields Pressure Markets
03.23.26 Iran Risk Rises Sharply, Fed Sees Stronger Growth, Markets Fear Oil
03.16.26 Short-Term Oil Risk, Long-Term Market Strength
03.09.26 Lack of Progress in Iran Triggers Oil Spike, Raises Correction Risk