Market Commentary | August 4th, 2025
Markets closed the week on a turbulent note as investors digested a series of revised labor market reports and inflation data that painted a mixed picture of the U.S. economy.
Market Commentary | July 28th, 2025
Markets digested a mixed bag of economic data this week, with housing and sentiment indicators taking center stage. While some metrics pointed to resilience, others hinted at emerging cracks in consumer and business confidence.
Market Commentary | July 21st, 2025
This past week offered a wealth of economic data, with inflation and consumer strength emerging as the dominant themes. Markets responded positively to signs of easing inflationary pressures and continued resilience in consumer demand, two key factors shaping the outlook for monetary policy and economic growth.
Market Commentary | July 14th, 2025
Due to the holiday weekend, last week was relatively quiet on the economic front. However, a few key indicators stood out.
Market Commentary | July 7th, 2025
Despite the shortened trading week due to the July 4 holiday, markets digested numerous key economic indicators. On Tuesday, the ISM Manufacturing Purchasing Managers’ Index (PMI) came in at 49.0, signaling contraction in the manufacturing sector. The decline was driven by weakening new orders and continued softness in export demand, reflecting global economic uncertainty and the lingering effects of elevated interest rates.
Market Commentary | June 30th, 2025
Economic data released last week painted a mixed picture of U.S. activity. The S&P Global Manufacturing Purchasing Managers’ Index (PMI) held steady at 52.0 in June, matching May’s 15-month high and signaling continued expansion. Factory output rose for the first time in four months, and employment in the sector grew at its fastest pace in a year. Meanwhile, the Services PMI rose to 53.1, indicating a stronger pace of growth in the services sector, driven by increased new business and improved demand conditions.