Weekly Market Commentary
Market Commentary | November 24th, 2025
Weekly Market CommentaryNovember 24th, 2025Week in Review... This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the...
Market Commentary | November 17th, 2025
Weekly Market CommentaryNovember 17th, 2025Week in Review... This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a...
Market Commentary | November 10th, 2025
Weekly Market CommentaryNovember 10th, 2025Week in Review... Markets absorbed a week of mixed signals, with strength in headline data masking underlying fragility and inflation trends complicating the path forward. Labor Growth: Resilience in Headlines, Fragility...
Market Commentary | November 3rd, 2025
Weekly Market CommentaryNovember 3rd, 2025Week in Review... U.S. consumer confidence fell modestly in October, with The Conference Board’s headline index easing to 94.6 from a revised 95.6 in September. The decline reflected weaker expectations for business, income,...
Market Commentary | October 27th, 2025
Weekly Market Commentary October 27th, 2025 Week in Review... The most impactful release of the week was Friday’s Consumer Price Index (CPI) report. Both headline and core CPI came in slightly below expectations, with core CPI rising 0.2% versus 0.3% anticipated....
Market Commentary | October 20th, 2025
Weekly Market CommentaryOctober 20th, 2025Week in Review... Economic developments during the week were shaped by key inflation data, central bank commentary, and disruptions caused by the ongoing government shutdown. Together, these events offered insight into the...
Market Commentary | October 13th, 2025
Weekly Market CommentaryOctober 10th, 2025Week in Review... The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of...
Market Commentary | October 6th, 2025
Weekly Market CommentaryOctober 6th, 2025Week in Review... Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market. The...
Market Commentary | September 29th, 2025
Weekly Market CommentarySeptember 29th, 2025Week in Review... The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...
Market Commentary | September 22nd, 2025
Weekly Market CommentarySeptember 22nd, 2025Week in Review... FOMC Decision and Inflation Outlook The Federal Open Market Committee (FOMC) dominated headlines as the Fed cut its target rate by 25 bps, citing a softening labor market and downside risks. Chair Powell...
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