Weekly Market Commentary February 18, 2025 The Markets Why are stock markets wary of tariffs? In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly recovered lost value, but uncertainty about the…
Weekly Market Commentary February 10, 2025 The Markets Optimism headed south on Friday. After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about further Federal Reserve rate cuts,…
Weekly Market Commentary February 03, 2025 The Markets Wait! What just happened? Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that was occurring. Here’s some…
Weekly Market Commentary January 27, 2025 The Markets What moves financial markets? The short answer is: Lots of things! Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market is a voting machine, whereon countless individuals…
Weekly Market Commentary January 21, 2025 The Markets As the markets turn. Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and energy prices, moved lower in December. Investors…
Weekly Market Commentary January 13, 2025 The Markets Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds…
Weekly Market Commentary January 06, 2025 The Markets Hello, 2025! As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in the United…
Weekly Market Commentary December 30, 2024 The Markets Consumers were more optimistic. Investors were less so. As we neared the end of 2024, U.S. consumers were feeling optimistic. Every month the University of Michigan Survey of Consumers conducts about 600…
Weekly Market Commentary December 23, 2024 The Markets But that’s not what I wanted! Last week, markets were about as happy as a toddler opening a gift they didn’t like. The first upsetting event followed the Federal Reserve (Fed)’s final…