Five in Five | March 2026
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
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
Softer CPI Helps Provide Stability to the Equity Market Key Takeaways Equities finish lower for the week. CPI comes in softer. Fed minutes
Dispersion Surges as AI Fears Expand to More Industries Key Takeaways The AI wrecking ball expands. Equity dispersion near record levels.
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
An Absolute Wild Week in Markets Key Takeaways Unprecedented selling in software names. Fed Chair nominee announced. Significant industry
Earnings Positive and the Fed on Pause Key Takeaways Pause by Federal Reserve based upon stabilization of employment outlook. 2026 Economic
Equity Markets Exhibit Near-Term Volatility Key Takeaways Volatility in the equity markets. Macro thoughts. Fourth-quarter earnings season.
Policy Rhetoric Spurs Further Broadening in Equity Performance Key Takeaways The S&P 500 Equal-Weight Index is outperforming
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five