Financial Update: Week of February 23, 2025 Last week's macroeconomic message was mixed: solid growth but sticky inflation keeps the Federal Reserve in “higher for longer” mode, dashing hopes for rate cuts. Beneath calm index …
Soft landing holds, AI disruption accelerates
Financial Update: Week of February 16, 2025 U.S. markets digested a Goldilocks scenario last week: strong jobs data paired with cooling inflation. This reinforced the soft-landing premise, leaving the Federal Reserve with …
Continue Reading about Soft landing holds, AI disruption accelerates
Dow hits 50,000 amid tech selloff
Financial Update: Week of February 9, 2025 I hope this message finds you well. Last week delivered whipsaw action: U.S. stocks suffered a sharp tech-led selloff midweek before roaring back to push the Dow above 50,000 for the …
February update: A market in transition
Financial Update: Week of February 2, 2025 Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Housing showed renewed momentum as …
Continue Reading about February update: A market in transition
Markets steady despite tariff fears
Financial Update: Week of January 26, 2025 Last week, U.S. markets whipsawed through the shortened week as tariff threats and business surveys shifted expectations for growth and Federal Reserve policy. Stocks tumbled on Europe …
Records, retail strength, and Fed friction
Financial Update: Week of January 19, 2025 U.S. markets showed mixed performance last week, with the S&P 500 posting a losing week despite hitting new records mid-week. Volatility stemmed from President Trump's Federal …
Continue Reading about Records, retail strength, and Fed friction
First full trading week of 2026 ends on positive note
Financial Update: Week of January 12, 2025 U.S. financial markets ended the first full trading week of 2026 on a broadly positive note, with major equity benchmarks reaching all-time highs. Robust investor participation defied …
Continue Reading about First full trading week of 2026 ends on positive note
Fed cuts, inflation cools, and markets split
Financial Update: Week of January 5, 2025 December served as a fitting finale to a year that defied expectations, anchored by a classic late-cycle mix: moderating price pressures, a supportive Federal Reserve, and resilient …
Continue Reading about Fed cuts, inflation cools, and markets split