Market Commentary

Timely perspectives on the latest market trends and economic developments

Our Weekly Market Commentary provides timely perspectives on the latest market trends and economic developments. Each update is designed to keep you informed, offering insights that help you understand what’s driving the markets and how it may impact your financial goals.

Equity Market Melt-Up Cools as Government Shutdown Looms

SEPTEMBER 29, 2025

U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of September 26.

No Risk-Free Path

SEPTEMBER 22, 2025

No Risk-Free Path During last week’s press conference after the Federal Reserve’s (Fed) rate decision, Chairman Jerome Powell warned his audience there is no risk-free path for interest rates right now. Inflation is above target and growth appears resilient.

The Intersection of Political Uncertainty and Global Debt Markets

SEPTEMBER 15, 2025

Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba, resigned last week, which adds a potential shift in fiscal policy to concerns about slowing monetary policy normalization.

Stocks Are Following the Market’s Playbook

SEPTEMBER 8, 2025

Some of you reading this title might think this commentary is about September seasonality. Sure, seasonality is part of our playbook and is getting a lot of attention right now. We would not be surprised if volatility were to pick up some this month

Calm Before the Storm: Can This Rally Continue in September?

SEPTEMBER 2, 2025

The winning streak for stocks continued in August, as the S&P 500 posted its fourth consecutive month of gains. It was an informative month for investors, as we learned that the labor market may not be as solid as expected, tariffs have had a minimal impact on inflation

Market Commentary

Timely perspectives on the latest market trends and economic developments

Equity Market Melt-Up Cools as Government Shutdown Looms

No Risk-Free Path

The Intersection of Political Uncertainty and Global Debt Markets

Stocks Are Following the Market’s Playbook

Calm Before the Storm: Can This Rally Continue in September?

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