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Weekly Market Commentary
Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | 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 | Weekly Market Commentary | September 22, 2025
At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.
The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
While much has (rightfully) been made of the ongoing debt and deficit spending here in the U.S., the fiscal positions of major developed economies reveal profound disparities in debt management and long-term trend sustainability. Mounting government obligations could have significant implications on economic stability and monetary policy flexibility if not remedied.
Recent Posts
Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025
Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025
Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
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