December 2025 Market Outlook
The Fed cuts rates to 3.5–3.75% and ends Quantitative Tightening, introducing “QE-lite” to boost liquidity. Silver surges 100% YTD, bank stocks hit new highs, and the SEC approves tokenized assets.…
Market Insights – Week Ahead: December 15, 2025
The Fed cuts rates to 3.5–3.75% and ends Quantitative Tightening, introducing “QE-lite” to boost liquidity. Silver surges 100% YTD, bank stocks hit new highs, and the SEC approves tokenized assets.…
Economic Perspective | November 2025 Chartbook
U.S. GDP rises 3.8%, inflation cools amid data delays, and global growth steadies as PMI readings expand. Corporate earnings remain strong, gold leads 2025 performance, and housing affordability hits record…
Market Insights – Week Ahead: December 8, 2025
Markets await a potential “gift” from the Fed this week as investors anticipate a 25-basis-point rate cut amid policy division and leadership uncertainty. Gold remains 2025’s top performer, copper surges,…
Market Insights – Week Ahead: December 1, 2025
Holiday spending surges past $1 trillion as consumers keep the economy bright heading into December. The Fed faces pressure ahead of its rate decision, equity markets rally toward S&P 7000,…
Market Insights – Week Ahead: November 24, 2025
Thanksgiving week brings optimism as oversold markets look to rebound. The S&P 500 eyes 7000 by year-end, volatility peaks, and Bitcoin shows signs of bottoming. With gold leading 2025 gains…
Market Insights – Week Ahead: November 17, 2025
Markets correct as investors rotate from Growth to Value stocks amid Fed uncertainty and high AI valuations. The S&P 500 remains on track for 7000 by year-end, biotech rallies, gold…
Market Insights – Week Ahead: November 10, 2025
Markets face volatility as the U.S. government shutdown becomes the longest in history. The Fed remains divided on future rate cuts, while earnings stay strong and the S&P 500 eyes…
Market Insights – Week Ahead: November 3, 2025
The Fed cuts rates and ends quantitative tightening as the S&P 500 hits new record highs. AI-driven data center investments soar, Nvidia surpasses $5 trillion in market cap, and sector…
Market Insights – Week Ahead: October 27, 2025
Markets rally after CPI data eases inflation fears, paving the way for a Fed rate cut. Earnings beat expectations, gold and silver correct within bull trends, and tech remains the…
October 2025 Market Outlook
The secular bull market continues as the Fed prepares another rate cut, Treasury yields drop, and growth sectors lead. Tech, AI, and robotics drive productivity, while gold rallies and financials…
Market Insights – Week Ahead: October 20, 2025
Stocks pull back on tariff fears but earnings stay strong, creating a buying opportunity. Major banks post record profits, the Fed signals another rate cut, and Bitcoin resets after a…
Economic Perspective | September 2025 Chartbook
U.S. GDP rebounds 3.8%, inflation edges higher at 2.9%, and consumer confidence dips amid tariffs and slower growth. Global PMIs soften, housing affordability declines, and equities rally on strong corporate…
Market Insights – Week Ahead: October 13, 2025
Markets correct as tariffs and China tensions shake equities. Volatility spikes, oil prices drop on Middle East peace, and gold remains the top-performing asset of 2025. With the Fed poised…