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 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: 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…
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 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 8, 2025
Markets expect a Fed rate cut after weak jobs data, with Treasury yields falling and mortgage rates easing. Gold and silver rally to new highs, banks and mega-cap tech break…