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…
Market Insights – Week Ahead: October 6, 2025
Markets face a U.S. government shutdown while gold hits record highs near $4,000. Emerging markets and China tech break out, healthcare rebounds, and sector rotation accelerates. Fed commentary and FOMC…
Market Insights – Week Ahead: September 29, 2025
Markets steady after the Fed’s September rate cut as Core PCE meets expectations. Risks rise with a potential government shutdown, overbought equities, and jobs data ahead. Small caps, banks, Japan,…
Market Insights – Week Ahead: September 22, 2025
Stocks rally to new highs after the Fed’s first 2025 rate cut, with small caps joining the surge. Treasury yields trend lower, IPO activity breaks out, and sector rotation highlights…
September 2025 Market Outlook
Fed rate cuts, sector rotation, and a secular bull market push the S&P 500 toward 7000. Gold hits record highs, Bitcoin and Ethereum strengthen, and new U.S. laws reshape crypto…
Market Insights – Week Ahead: September 15, 2025
Markets rally as cooling inflation pushes rates lower and stocks hit records. The Fed is set to cut rates this week, with more easing likely in 2025. Oracle’s AI earnings…
Economic Perspective | August 2025 Chartbook
U.S. GDP revised up, tariffs fuel inflation risks, labor market weakens, and housing affordability plunges. Global growth led by services, equities gain on Fed rate cut hopes, and gold, bonds,…