The Market Update
Welcome to The Market Update, your weekly source for timely insights and expert commentary. Each episode, Adam Phillips, CFA, CFP®, Managing Director of Investments and Partner at EP Wealth Advisors, breaks down the latest market movements and economic developments—highlighting what matters most to investors and why.
The Market Update Videos
Dec. 16, 2025
What the Fed’s Latest Rate Cut Really Signals
The Federal Reserve’s latest interest rate cut came with notable disagreement among policymakers, underscoring the complexity of today’s economic environment. In this Market Update, we break down what the Fed’s internal dissents signal, why borrowing costs remain elevated despite multiple rate cuts…
Dec. 8, 2025
Fed Meeting Preview: Signals to Watch
This week marks another important moment for financial markets as the Federal Reserve heads into its December policy meeting. The Fed is widely expected to cut interest rates by 25 basis points, bringing total reductions to 175 basis points since rate cuts began in September of last year. While the…
Dec. 2, 2025
Holiday Spending, Consumer Health, and What’s Driving Markets
Holiday spending is strong but more modest once inflation is factored in — and markets are responding mostly to shifting expectations around the Federal Reserve. In this week’s Market Update, we discuss the state of the U.S. consumer, November’s market rebound, and why December often provides suppo…
Nov. 18, 2025
Volatility Returns as Fed Expectations Shift
Volatility is back as both equities and crypto pull back from recent highs. In this week’s Market Update, Adam Phillips, CFA, CAIA, CFP®, explains what’s driving the renewed market pressure—from shifting Federal Reserve expectations to questions around AI spending and earnings. He also highlights k…
Nov. 11, 2025
Government Shutdown Nears an End as Consumer Sentiment Slips
After forty days, the longest government shutdown in U.S. history may finally be ending, but consumer sentiment tells a different story.
EP Wealth’s Managing Director of Portfolio Strategy, Adam Phillips, CFA, CFP®, breaks down what the tentative government funding deal means for the markets, why …
Nov. 4, 2025
Investors Reassess AI Giants as Diversification Takes Center Stage
The Federal Reserve’s latest rate decision, the ongoing government shutdown, and a closer look at Big Tech’s AI spending headline this week’s market update. While the Fed signals caution and Washington remains in gridlock, investors are beginning to demand real results from the so-called “Magnifice…
Oct. 28, 2025
Fed Decision Week and Tech Earnings in Focus
The Federal Reserve’s upcoming policy decision and a wave of tech earnings could shape market direction for the rest of the year. More than 85% of reporting companies have beaten profit expectations, and roughly 82% have exceeded revenue forecasts. Market participants are watching closely as Micros…
Oct. 21, 2025
Credit Concerns Surface Amid Earnings Season
Recent losses at several regional banks have raised concerns about potential cracks in the credit market. While headlines have fueled anxiety, key indicators like default rates and delinquencies remain stable, and most banks continue to report healthy balance sheets.
This update examines what’s re…
Oct. 14, 2025
Three Years Into the Bull Market
Three years into the current bull market, the S&P 500 has gained more than 80% since October 2022. How does this performance compare with past bull markets—and what could it mean for investors moving forward?
This week’s Market Update looks at how technology and AI-driven companies have led the ral…
Oct. 7, 2025
Investors Stay Upbeat Despite Government Shutdown
Market Update – Investors Stay Upbeat Despite Government Shutdown
Markets continue to show strength even as the federal government shutdown halts key economic reports. With limited data available, investors are relying on private-sector indicators such as ADP’s employment report, which suggests co…
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