Weekly Market Commentary December 08, 2025 The Markets It’s beginning to look a lot like a rate cut… A lot of information about the economy arrived last week. Some was delayed by the government shutdown. Some was right on time. Investors took a look and decided their holiday wish could come true. The Federal Reserve (Fed) might deliver a cut rate cut this week. Here’s a brief recap of the informat...

Weekly Market Commentary December 01, 2025 The Markets A change of direction… Stock markets in the United States reversed course last week, with two major indices eking out gains for the month, reported Callum Keown of Barron’s. There were some other important changes last week that also may affect markets and investors. Here’s a recap: New expectations for rate cuts. Stock markets gained as the p...

Weekly Market Commentary November 24, 2025 The Markets Uncertainty abounds. Investors were skittish last week. Share prices jolted higher and lower amid concerns about artificial intelligence (AI) data center spending, upcoming Federal Reserve rate decisions, and the strength of consumer spending, reported Phil Serafino and Natalia Kniazhevich of Bloomberg. These issues will affect the future perf...

Weekly Market Commentary November 17, 2025 The Markets It was another turbulent week. Investors cheered the end of the shutdown, pondered strong third-quarter earnings, and questioned the artificial intelligence (AI) spending spree. Some reduced their exposure to risky assets, while others bought the dip. Here are a few of the factors that influenced markets last week. Doubts about rates. The shut...

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...