Market Commentary | December 8th, 2025
The first week of December delivered a series of key U.S. economic indicators, offering a clearer picture of the nation’s growth trajectory as the year draws to a close.
Market Commentary | December 1st, 2025
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
Market Commentary | November 24th, 2025
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
Market Commentary | November 17th, 2025
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.
Market Commentary | November 10th, 2025
Markets absorbed a week of mixed signals, with strength in headline data masking underlying fragility and inflation trends complicating the path forward.
Market Commentary | November 3rd, 2025
U.S. consumer confidence fell modestly in October, with The Conference Board’s headline index easing to 94.6 from a revised 95.6 in September. The decline reflected weaker expectations for business, income, and employment over the next six months, while consumers’ assessment of current conditions improved slightly.