Market Insights
by Concenture Wealth Management
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 a year-end rally. Gold leads 2025 performance, and investors await Buffett’s farewell letter.
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 rotation supports the ongoing bull market. Gold stays 2025’s top-performing asset.
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 top-performing sector. Treasury yields and mortgage rates continue to fall into year-end.
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 strengthen. Learn which sectors to favor into year-end.
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 massive deleveraging event. Markets enter “trick or treat” season with volatility and opportunity.
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 earnings and resilient bond markets.
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 for another rate cut and earnings season underway, investors eye buying opportunities.
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 minutes dominate a data-quiet week amid a strong bull market.
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, and China tech break out, while gold remains the top-performing asset of 2025.
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 strength in tech and communication services while health care lags. Key Fed data looms this week.
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