Episodes

Inflation Appears Tame, But Underlying Pressures Emerge
July 23, 2025

Inflation Appears Tame, But Underlying Pressures Emerge

Mixed Inflation Signals and Fed Leadership in the Spotlight The June Consumer Price Index (CPI) report brought mixed news for markets. While overall inflation appeared moderate—marking the fifth consecutive month of softer-th...
Riding the Rally, But Watch for Trade Risks
July 23, 2025

Riding the Rally, But Watch for Trade Risks

Markets continue to hover near all-time highs, with the S&P 500 up roughly 26% since its April 8 low. That date marked the day before President Trump announced a 90-day pause on tariffs—a move that has since been extended thr...
Policy Clarity and Market Resilience
July 23, 2025

Policy Clarity and Market Resilience

President Trump’s “one big, beautiful bill” was signed into law on July 4th, beating expectations and easing a major source of market uncertainty. Among its provisions, the bill extends and makes permanent the individual tax ...
Market Hits New High as First Half Closes—But Uncertainty Remains
July 23, 2025

Market Hits New High as First Half Closes—But Uncertainty Remains

As the first half of 2025 wraps up, the S&P 500 has reached a new all-time high—rebounding over 25% since April. But elevated valuations, looming tariff deadlines, and unresolved fiscal policy keep investors on edge.In this u...
Jobs Report Eases Fears—Though Cracks Are Beginning to Show
June 16, 2025

Jobs Report Eases Fears—Though Cracks Are Beginning to Show

Markets responded positively to May’s jobs report, which showed 140,000 new jobs and a steady 4.2% unemployment rate. But beneath the headline numbers, warning signs are starting to emerge.In this week’s Market Update:The lab...
A Strong May, Rising Tariffs, and What’s Next for the Economy
June 2, 2025

A Strong May, Rising Tariffs, and What’s Next for the Economy

The markets just posted their strongest May since 1990, driven by robust earnings and a temporary truce in U.S.–China trade tensions. But with new legal challenges to tariffs, a spike in jobless claims, and a critical jobs re...