Market Commentary Blog
Welcome to our Market Commentary blog, where we unpack the latest trends and developments shaping the financial landscape. Join us as we analyze market movements, economic indicators, and investment strategies to help you navigate the complexities of today’s economy.
Market Commentary, September 2, 2025
Initial Claims and Economic Signals: What Investors Watch Initial claims for unemployment insurance measure the number of people filing for unemployment benefits for the first time. The data is released weekly, making it one of the most up-to-date indicators of labor...
Market Commentary, August 18, 2025
Tariffs Breach the First Line Two important measures of inflation were released last week—both by the US Bureau of Labor Statistics. First, the Consumer Price Index (CPI). It rose a modest 0.2% in July. The core CPI, which excludes food and energy, rose 0.3%. Overall,...
Market Commentary, August 11, 2025
Another Outstanding Earnings Season The stock market is influenced by a wide range of variables, including economic activity, interest rates, inflation, earnings, and more. Today, we’ll focus on one factor that plays an outsized role in shaping market...
Market Commentary, August 4, 2025
Heavy Data Week Offers Mixed Picture Last week was packed with economic developments, as reports poured in from all directions. We saw the release of second-quarter Gross Domestic Product (GDP) figures, the broadest measure of goods and services produced, alongside...
Market Commentary, July 28, 2025
One Big Beautiful Bill and You Signed into law on July 4, the One Big Beautiful Bill (OBBB) Act introduces sweeping changes into the tax code that could influence how you plan for and pay your taxes. Given the depth and complexity of the new law, our review is not...
Market Commentary, July, 21 2025
Tariffs Begin to Bite At first glance, June’s Consumer Price Index (CPI) was reassuring. The US Bureau of Labor Statistics reported that the CPI rose 0.3% in June as expected, while the core CPI, which excludes food and energy, rose a smaller-than-forecast 0.2%, per...