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Elevage Partners

Market Commentary

Our perspective on market conditions, economic developments, and investment strategy—designed to help investors stay grounded amid changing headlines.

Rabbit and tortoise racing

Markets celebrate Fed’s move … but for how long?

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Back to the Future

Back to the future? Tech euphoria and Fed policy in focus

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Labor market weakness highlights Fed’s next challenge

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Markets rally on Powell’s Jackson Hole speech

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Jackson Hole

Markets climb higher as Powell faces his legacy moment

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Red alarm

Markets push higher, even as warning signs multiply

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Wile E Coyote

Economic headwinds resurface: Revisions, rates and the return of uncertainty

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Let the good times roll … just don’t mistake the rally for resolution

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Markets in vacation mode, but risks haven’t gone away

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Markets shake off tariff headlines — for now

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Chief Investment Officer Thierry Hasse

Quarterly Investment Commentary – Q2 2025

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A fragile peace, a resilient market

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