December 2025 Market Update

December 2025 Market Update

December 2025 Market Update Data Puzzle, Fed Signals, and Path Forward I hope you had a great holiday weekend! Last month looked calm on the surface, but proved more nuanced. U.S. markets spent most of November near record highs before losing momentum as AI enthusiasm...
November 2025 Market Update

November 2025 Market Update

November 2025 Market Update Fed Cuts, Tech Strength, and an Uncertain Outlook I hope you’re doing well! Recent weeks have brought significant developments — from pivotal Federal Reserve policy shifts to breakthrough advancements in technology. In October,...
October 2025 Market Update

October 2025 Market Update

October 2025 Market Update Fed Eases, U.S. Economy Perseveres Hope you are doing well! It’s been an active month for the markets, with stock indexes hitting new highs and the U.S. economy indicating notable resilience. Recent government data shows robust gross...
September 2025 Market Update

September 2025 Market Update

September 2025 Market Update Stock Market Rally, Cautious Consumers I hope all is well with you. August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn inflation. The economy remains...
August 2025 Market Update

August 2025 Market Update

August 2025 Market Update Trade Deals, Fed Meeting, Labor Market Stunner I hope all is well with you. July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. With all...
July 2025 Market Update

July 2025 Market Update

July 2025 Market Update Fed Holds Line, Inflation & Tariffs, Consumer Fatigue I hope you’re doing well. June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the...