Weekly Market Commentary November 03, 2025 The Markets Like walking on cobblestones… If you’ve ever walked down a road paved with cobblestones, you know the uneven surface can be challenging. Today, financial markets are paved with a variety of challenges and concerns. A recent survey from Charles Schwab found that its clients remain bullish; however, they have concerns about how the political lan...

Weekly Market Commentary October 27, 2025 The Markets Stock markets celebrated, but bond markets were cautious. Last week, the Consumer Price Index (CPI) showed that inflation for September was lower than economists had anticipated. Both headline and core inflation (the latter excludes volatile food and energy prices) rose 3.0 percent year over year. “While the September figure is still a full per...

Weekly Market Commentary October 20, 2025 The Markets Emotions were running high in financial markets. You may recall the week before last ended with the Standard & Poor’s (S&P) 500 Index falling more than two percent after a flare-up in the trade war between the United States and China. It marked the end of the longest streak of trading days without a move of one percent or more since 202...

Weekly Market Commentary October 13, 2025 The Markets Filling the data void. Ancient Greek Philosopher Aristotle theorized that nature abhors a void and fills it. Anyone who has ever cleared a garden patch and delayed planting understands the idea. Before long, the empty ground is teeming with opportunistic plants. The government shutdown created a data void. Usually, the government delivers robus...

Weekly Market Commentary October 06, 2025 The Markets It was a stellar quarter for investors. The last three months have delivered stock market gains amid signs the economy might not be doing as well as previously thought. Here’s what we saw: Stock markets advanced Solid corporate earnings growth, enthusiasm for artificial intelligence (AI), and expectations for a Federal Reserve (Fed) rate cut he...

Weekly Market Commentary September 29, 2025 The Markets The economy is all right. Last week, revised economic figures showed the United States economy grew faster from April through June than previously thought. The upward revision was primarily due to a revised estimate for consumer spending over the period, according to Connor Smith of Barron’s. “American consumers, the engine of the world's lar...

Weekly Market Commentary September 22, 2025 The Markets The bulls were running. Last week, investors rejoiced after the Federal Reserve Open Market Committee (FOMC) lowered the federal funds rate by a quarter percentage point. Major U.S. stock indexes set new record highs. FOMC projections for the future suggested more rate cuts could be ahead. “The updated ‘dot plot’ forecasts three cuts in 2025,...

Weekly Market Commentary September 08, 2025 The Markets Was the jobs report good news or bad news for the stock market? In financial markets, sometimes bad news is good. It looked like that might be the case last week. On Friday, the Employment Situation Summary was released. It showed U.S. businesses added just 22,000 jobs in August – well below expectations. Economists polled by Reuters had pred...

Weekly Market Commentary September 02, 2025 The Markets Will the bull market in stocks continue? There is always a diversity of opinion about whether stocks are headed higher or lower. Last week, investors were feeling more bearish than bullish about where the stock market may be headed over the next six months. The American Association of Individual Investors (AAII) Sentiment Survey showed: Inves...

Weekly Market Commentary |August 25, 2025 Always include appropriate BD/RIA disclosures and submit ghostwritten articles for compliance review and approval before using. 08.25.25 The Markets Will the Fed lower rates? Last week, in a much-anticipated speech, Federal Reserve (Fed) Chair Jerome Powell said, “In the near term, risks to inflation are tilted to the upside, and risks to employment to the...