Episodes

In this week’s Market Update, we discuss how markets are reacting to signs of de-escalation in the Middle East, including developments involving Iran and the Strait of Hormuz. We also cover the recent Federal Reserve meeting,...

Markets have remained relatively resilient despite rising tensions in the Middle East. In this week’s Market Update, we discuss how markets are responding to developments involving Iran and the Strait of Hormuz, what oil pric...

Last week was a busy one for markets, with headlines dominated by earnings from several tech giants and major tariff announcements. But two events, in particular—the Federal Reserve’s policy meeting and the latest jobs report...

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...

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...

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 ...

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...

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...

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...