Market Commentary | June 16th, 2025

While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor confidence. Still, beneath the surface, key inflation data and shifting expectations quietly shaped the market narrative.

Market Commentary | June 9th, 2025

Weekly Market Commentary June 9th, 2025 Week in Review… The week began with the ISM Manufacturing Purchasing Managers’ Index (PMI) report on Monday, which showed continued weakness in the manufacturing sector. The index came in at 48.5 for May, slightly below...

Market Commentary | June 2nd, 2025

Last week’s economic data offered a mixed view of the U.S. economy, beginning with a notable rebound in consumer sentiment. On Tuesday, consumer confidence rose sharply in May to 98 from 85.7 in April, reversing five months of declines. The improvement was driven by a significant increase in expectations for future income and business conditions. Current assessments of the economy also improved, though concerns about job availability remained.

Market Commentary | May 27th, 2025

Weekly Market Commentary May 27th, 2025 Week in Review… Markets started last week on a quiet note but quickly shifted gears as a flurry of economic data arrived in the second half. Key reports on housing, business sentiment, and inflation expectations gave...

Market Commentary | May 19th, 2025

Weekly Market Commentary May 19th, 2025 Week in Review… The Consumer Price Index (CPI) for April rose 0.2% month-over-month and 2.3% year-over-year, in line with expectations. Core CPI, which excludes food and energy, also increased 0.2% on the month, signaling...