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)….
July 18th, 2025
US stock indices finished the week at, or near, all-time highs, boosted by positive 2nd quarter earnings reports and good economic data. Initial jobless (unemployment) claims for the week ending July 12 decreased from the prior week, and June retail…
July 11th, 2025
In the past few weeks, the S&P 500 (blue) surpassed its previous all-time high set in February and is now up approximately 7% year to date. However, US stocks remain far behind international indices (red) so far this year. US…
