Weekly Market Commentary

Weekly Market Commentary August 18, 2025 The Markets Was inflation higher, lower, or steady? Perspective has a tremendous influence on how we perceive the world around us. If you saw any three-dimensional chalk drawings on sidewalks this summer, you understand how perspective affects understanding. When seen from one direction, a chalk drawing looks flat. When seen from another, a winged dragon su...

Weekly Market Commentary August 11, 2025 The Markets U.S. companies have been hitting it out of the park! Earnings season happens four times every year. It’s the period of time when publicly traded companies report how they performed during the previous quarter. So far, in aggregate, the companies in the Standard & Poor’s (S&P) 500 Index have delivered solid results for the second quarter...

Weekly Market Commentary August 04, 2025 The Markets Fast as a snail. In July, the weather in Norfolk, England, was perfectly rainy as Bilbo Sluggins won the World Snail Racing Championship with a time of two minutes and 11 seconds. Fans and competitors traveled from the United States, South Korea, and France for the competition. Some arrived with trained gastropods (Training might include a stric...

Weekly Market Commentary July 28, 2025 The Markets How fast will an AI-powered economy grow? Global economic growth has not always been robust. Until the 1700s, economic growth averaged about 0.1 percent per year and was closely tied to population growth. “Bigger harvests allowed more mouths to be fed; more farmers allowed for bigger harvests,” reported The Economist. Eventually, better-nourished...

Weekly Market Commentary July 21, 2025 The Markets This is not the inflation you’re looking for… In general, everyone who buys goods or services in the United States would prefer to see prices trend lower – and that’s what happened in the earlier part of this year. Over the last couple of months, though, inflation has begun to creep higher. Last week, the Consumer Price Index (CPI), a well-known m...

Weekly Market Commentary July 14, 2025 The Markets Are financial markets too complacent? In Aesop’s fable, The Boy Who Cried Wolf, a young shepherd repeatedly raises a false alarm. Eventually, the people in his village ignore his warnings. When a wolf appears, the villagers pay no attention to the boy’s cries, confident that “nothing ever happens”. Some pundits fear investors have become similarly...

Weekly Market Commentary July 07, 2025 The Markets Like riders on a giga coaster, investors experienced fear and exhilaration during the second quarter of 2025. From April through June, investors rode markets up and down, banking through twists of news and events that had market moving potential. They swooped through the uncertain impact of tariffs on economic growth and inflation; the implication...

Weekly Market Commentary June 30, 2025 The Markets Major U.S. stock indexes raced to new highs last week. In a remarkable recovery from April’s double-digit downturn, the Standard & Poor’s (S&P) 500 Index raced to a new record high last week, and so did the Nasdaq Composite Index (Nasdaq). Key drivers behind the ascent included: Investor optimism. Last week, the “Bull and Bear” investor se...

Weekly Market Commentary June 23, 2025 The Markets Investors are taking it all in stride. As Israel and Iran exchanged missile strikes last week, stock markets in the United States remained relatively steady, reported Michael Msika and Phil Serafino of Bloomberg. “On June 13th, as the bombs began to fly, S&P 500 futures fell by 1.6 [percent]. But as the hours passed, the stock market steadily...

Weekly Market Commentary June 16, 2025 The Markets Investors had a lot to think about last week. A wealth of positive company and economic news lifted markets for much of last week. However, markets stumbled on news that Israel had launched an attack against Iran. Here’s what happened: U.S. - China negotiations were positive. U.S. stock markets welcomed news that the world’s two largest economies...