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: 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…
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: 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…
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…