8/29/25: Economic Data Mixed: Growth Up, Housing and Confidence Down
This week provided plenty of economic data for market participants to analyze. Inflation data, second quarter GDP growth, housing data, and consumer sentiment were all on the tape. The U.S. economy bounced back from the first quarter contraction, according to the BEA on Thursday. Inflation adjusted Gross Domestic Product (GDP) grew at a 3.3% annual […]
8/22/25: Markets Rally on Hints of FED Rate Cuts
The Economic Policy Symposium at Jackson Hole, WY, took center stage this week. This annual ‘jamboree’ for central bankers and economists from around the world has often marked turning points in monetary policy. For example, in 2022, the event was the launchpad for the Fed to start raising interest rates aggressively to combat inflation. At […]
8/15/25: Inflation Pressure Rises, While Confidence Falls
Financial markets focused on inflation and consumer data, with rising CPI and PPI figures suggesting mounting inflationary pressures, impacting consumer sentiment and future spending.
8/8/25: Weak Economic Data Hints at a Slowdown
Economic data shows signs of a slowdown as factory and durable goods orders decline. President Trump’s tariffs take effect, and the Bank of England cuts its key interest rate.
8/1/25: Economic Data Prompts Caution in Markets
Economic data and tariffs prompt caution in financial markets, with potential rate cuts ahead. Key factors: jobs report, Federal Reserve decisions, and trade tensions. Stay informed.
7/25/25: Corporate Earnings Strong Despite Economic Uncertainty
Corporate earnings remain strong amid economic uncertainty with mixed economic data, housing market updates, and stable interest rates. Key economic events expected next week.
July 2025 – Bond Market Review
June’s financial markets were impacted by a downward GDP revision and geopolitical tensions, with mixed economic signals pointing to slower growth in the second half of 2025.
7/18/25: Markets Anticipate Future Rate Cuts
Market anticipates future rate cuts as economic data reveals mixed signals, with inflation metrics aligning with Fed’s goals and resilient consumer spending amid tariff uncertainty.
7/11/25: Tariff Tensions Rise, Fed Divided on Cuts
Tariff tensions rise as the Trump Administration proposes higher tariffs, while the Fed remains divided on rate cuts amid stable labor market conditions and mixed inflation signals.
6/27/25: Cooling Inflation and Geopolitical Relief Raise Rate Cut Expectations
Cooling inflation and easing geopolitical tensions suggest potential rate cuts, with economic data showing weaker consumer spending and a struggling housing market.