October 10th, 2025
Major stock indices remain near all-time highs this week as the government shutdown continues. Also, gold crossed $4,000 per ounce for the first time this week, an increase of over 50% from its price at the beginning of the year. …
October 3rd, 2025
Stocks are shrugging off concerns over the US government shutdown that began this week. This can continue as long as the shutdown doesn’t last too long, but after a couple of weeks investors may become nervous. Markets are essentially “flying…
September 19th, 2025
A common question lately is, “Why does the stock market keep going up if the economy is slowing down?” No doubt part of it is the boom of artificial intelligence (AI), but it’s more than just that. Let’s start with…
September 5th, 2025
The markets received some key data Friday morning as the August jobs report was released. It showed that the US economy created fewer jobs than expected – just 22,000 versus a forecast of 75,000. This is a continuation of a…
August 29th, 2025
As of Thursday evening, it looks like August will finish as a good month for the markets. Although bonds were relatively flat (corporate bonds in pink and gov’t bonds in blue), major equity indices were generally positive, led by international…
August 22nd, 2025
Markets have been in a holding pattern for the past 30 days as we coast towards the end of summer and the Labor Day weekend. The year-to-date Dow Jones Industrial Average, representing the US stock market, is in blue and…
August 15th, 2025
The focus of the markets this week was on inflation. On Tuesday we received the inflation report for July and it showed the Consumer Price Index (CPI) rose a modest 0.2%, firmly in line with expectations and down from previous…
August 8th, 2025
Markets spent this week digesting the surprisingly poor July jobs report released last Friday and ultimately decided it wasn’t really all that bad. It turned into a “bad news is good news” situation as the weak jobs reports significantly raised…
August 1st, 2025
I don’t think anyone’s head actually exploded, but there was a lot of information for markets to digest this week. Coming into the week, US corporate earnings for the 2nd quarter have been better than expected. “For Q2 2025 (with…
July 25th, 2025
The biggest market mover this week was the Trump administration’s announcement that a trade agreement had been reached with Japan regarding tariffs. https://abcnews.go.com/Business/trumps-trade-agreement-japan/story?id=123991644 International stocks (red) spiked higher on the news, followed by US stocks (green) and bonds (blue)….
