by arleneadmin | Sep 29, 2025 | Research, Weekly Market Commentary
Printer Friendly Version U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of September 26. The melt-up has been underpinned by the Federal...
by arleneadmin | Sep 22, 2025 | Research, Weekly Market Commentary
Printer Friendly Version During last week’s press conference after the Federal Reserve’s (Fed) rate decision, Chairman Jerome Powell warned his audience there is no risk-free path for interest rates right now. Inflation is above target and growth appears resilient. We...
by arleneadmin | Sep 15, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba, resigned last week, which adds a potential shift in fiscal policy to...
by arleneadmin | Sep 8, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Some of you reading this title might think this commentary is about September seasonality. Sure, seasonality is part of our playbook and is getting a lot of attention right now. We would not be surprised if volatility were to pick up some this...
by arleneadmin | Sep 2, 2025 | Research, Weekly Market Commentary
Printer Friendly Version The winning streak for stocks continued in August, as the S&P 500 posted its fourth consecutive month of gains. It was an informative month for investors, as we learned that the labor market may not be as solid as expected, tariffs have...
