The Markets (as of market close August 15, 2025) Stocks enjoyed another winning week, despite a pullback last Friday. Overall, investor sentiment remained optimistic due to continued expectations of an interest rate reduction by the Federal Reserve next month. The...
Printer Friendly Version Second quarter earnings season, which winds down this week and next, has met some of the highest expectations. Strong beat rates, big upside earnings surprises, and increases in estimates during the past four weeks were consistent themes that...
The Markets (as of market close August 8, 2025) Wall Street rebounded from the previous week’s sell-off. Stocks jumped higher last Monday, aided by major dip-buying. However, investors pulled away from risk midweek, particularly following President Trump’s...
Printer Friendly Version We’re all ready to put the tariff talk to bed. But don’t worry. While this commentary provides an update on the tariff situation, there’s more happening on the policy front than just tariffs. Whatever policy we highlight, it’s clear that the...
The Markets (as of market close August 1, 2025) The U.S. stock market endured a significant downturn last week, largely due to unexpectedly weak hiring data (see below) and the imposition of new tariffs by President Trump. After reaching record highs for six straight...
