Market Commentary | September 22nd, 2025
FOMC Decision and Inflation Outlook, Retail Sales and Industrial Production, Housing Market Weakness, and more.
Market Commentary | September 15th, 2025
Overall, the data suggests the economy is entering a more balanced phase. Inflation appears to be stabilizing, with price pressures no longer accelerating, while signs of labor market softening are beginning to emerge.
Market Commentary | September 8th, 2025
Last week was pivotal for labor market data, with several key reports shaping investor sentiment. Markets also digested fresh survey data as participants assessed the economic outlook.
Market Commentary | September 2nd, 2025
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Market Commentary | August 25th, 2025
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Market Commentary | August 18th, 2025
Economic indicators released this week reflect a complex and evolving macroeconomic landscape, marked by persistent inflationary pressures and a labor market that remains resilient but shows early signs of moderation.