The Markets (as of market close July 18, 2025) Stocks began last week mostly lower on mixed bank earnings and rising inflation data. While the June Consumer Price Index was in line with expectations (see below), it is worth noting that some imported goods, such as...
Printer Friendly Version The Jekyll and Hyde Bond Market: A Tug of War Between Economic Data and Deficit Spending Within fixed income markets, a tug of war has unfolded between two opposing forces, much like the classic tale of Dr. Jekyll and Mr. Hyde. The benevolent...
The Markets (as of market close July 11, 2025) Last week, the Trump administration sent letters to dozens of trading partners informing them of country-specific reciprocal tariff rates ranging from 20% to 50%. The levies were initially slated to take effect on July 9,...
Printer Friendly Version If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock market in the first half and will continue to play a large role in the second...
