Weekly Market Insight
Welcome to our weekly market update. This newsletter is designed to provide you with current market data, investment insights, and educational information about market trends and strategies. The content herein represents our observations and analysis of market conditions and is intended for informational and educational purposes only. It does not constitute personalized investment advice or a recommendation for any specific security or strategy.
Major Market Indexes
Closing Price as of 08/25/2026
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Items of Interest
The Last 7 Days.
Markets:
U.S. stocks have pulled back modestly from recent highs, led by weakness in technology and semiconductors. Monday: S&P 500 -0.3%, Nasdaq -0.8%, Dow +0.3%. (AP News)
Higher interest rates and inflation concerns remain the biggest fundamental headwind. The 10-year Treasury has recently eased to about 4.67%, providing some relief. (Investopedia)
Nvidia earnings Wednesday is the major near-term test of the AI/technology trade.
Fed Chair Kevin Warsh speaks Friday at Jackson Hole, potentially providing important guidance on rates and inflation. (Barrons)
Despite recent weakness, 2026 remains strong: S&P 500 +11.8%, Nasdaq +11.8%, Dow +11.1%, Russell 2000 +20.7% YTD. (AP News)
Geopolitics:
Iran remains the biggest geopolitical market risk, particularly because of the Strait of Hormuz and its effect on oil prices.
The U.S. has announced expanded economic sanctions against Iran, while Iran has threatened retaliation. (AP News)
China is pushing back against U.S. sanctions because of its significant economic and oil relationship with Iran, potentially creating another U.S.-China friction point. (Washington Post)
U.S.-Canada trade tensions are escalating, adding another potential inflation and economic-growth risk. (The Guardian)
Russia/Ukraine and Israel/Gaza remain unresolved geopolitical risks, although their immediate market impact is currently secondary to Iran/oil.
Bottom Line:
The market remains attractive but selective. Meaning a Relative Strength approach would provide favorable in this environment.
The three things that matter most right now are:
Interest rates → AI/technology earnings → Iran/oil.
An encouraging sign is market breadth. Small caps have significantly outperformed the major indexes this year, suggesting money may be rotating rather than simply leaving the market.
We are entering the historically weakest month of September. This coincides with historically the weakness quarter of the year. The mid-term election cycle is upon us and that usually has an effect on the market volatility. Stay tuned!
Current Strong Tower Model Allocation
Clients Only — Allocation as of 08/25/2026
Bottom Line:
64.00% of our model is currently in the top 4 Industry Groups.
83.00% of our model is currently in the top 8 Industry Groups.
About Us
At Strong Tower Wealth Management, we offer comprehensive wealth management services using a goal-focused and holistic approach that considers each client’s overall financial situation, including their family, circumstances, and objectives. Our services include investment management, insurance planning, and estate planning coordination, provided with an emphasis on clarity and transparency.
Not a client yet? We invite you to schedule an introductory assessment with Brett to discuss your financial goals and learn more about how we can support you.
Brett Lewis
Founder / Managing Director
Strong Tower Wealth Management
www.strongtowerwealthmanagement.com