Trends Over Time | Q1 2026
Welcome to another edition of Trends Over Time, a quarterly chartbook from BTC Capital Management. Market and economic data are usually
Welcome to another edition of Trends Over Time, a quarterly chartbook from BTC Capital Management. Market and economic data are usually
Equities Stage Historic Rally Following Ceasefire Key Takeaways Middle East ceasefire announced. Oil falls from highs. Domestic equities
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
Relief Rally and Longer-Term Uncertainty Key Takeaways Relief Rally cuts March losses for global markets. Federal Reserve stuck between
Financial markets experienced significant turbulence over the past week Key Takeaways Stock market volatility continues to surge. The price
Markets Continue to Search for Direction Key Takeaways Bonds and stocks move lower. Productivity slows while labor costs rise. New home
The Fed Stays the Course Key Takeaways Equities decline across the board. GDP growth slower than forecast. Producer prices register sharp
Iran War Dominates as Oil Spikes Key Takeaways Oil prices surge on Strait of Hormuz closure. February jobs report comes in negative.
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
Economic Tug-of-War Key Takeaways Positive fourth quarter earnings certainty versus geopolitical uncertainty. Better than expected ISM
Market Volatility Rises Amid Tariff Uncertainty and Mixed Economic Signals Key Takeaways Volatility rears its head. A decision does not