Weekly Market Update
performance,
market indicators and the week ahead.
weekly market update | 4 min read
Earnings Defy Policy Pressures
July 21, 2025
S&P 500 second quarter earnings are off to a better-than-expected start. With just over 10% of S&P 500 companies reporting, 2Q25 results are beating expectations by 7.8% and are up 10.5% from a year ago.
weekly market update | 4 min read
Earnings Battle Tariffs for Investor Focus
July 14, 2025
The S&P 500, Dow and Nasdaq slipped by -0.31%, -1.02%, and -0.08%, respectively.
weekly market update | 4 min read
Stocks Advance as Jobs Suprise
July 7, 2025
The S&P 500, Dow and Nasdaq advanced 2.25%, 3.32%, and 2.15%, respectively. US stocks reached new highs after a stronger-than-expected jobs report eased concerns the economy was slowing and President.
weekly market update | 4 min read
S&P 500 Hits Record
June 30, 2025
The S&P 500, Dow and Nasdaq surged by 3.44%, 3.82%, and 4.25%, respectively. US equities reached new record highs driven by confirmation of a US-China trade deal, easing restrictions on rare earths, a ceasefire in the ...
weekly market update | 4 min read
Markets stay resilient amid Mideast tensions
June 23, 2025
The US struck Iranian nuclear facilities over the weekend, risking escalation of the conflict between Israel and Iran.
weekly market update | 4 min read
Gold shines after Israel attacks Iran
June 13, 2025
The event: Earlier today, Israel launched pre-emptive strikes on Iran’s nuclear program and military leadership. Iran has vowed a “harsh” response and initially sent drones towards Israel.
weekly market update | 4 min read
Data Resilience Despite Policy Instability
June 9, 2025
Recent "soft data" surveys indicate a slight rebound in business and consumer sentiment as the administration paused some prospective tariffs.
weekly market update | 4 min read
A Tale of Two Macro Narratives
June 2, 2025
The S&P 500, Dow and Nasdaq gained 1.88%, 1.60% and 2.01%. On May 22, the House passed its tax bill by a narrow 215-214 margin, sending the measure to the Senate.
weekly market update | 4 min read
Equities Rise in the Eye of the Tariff Storm
May 19, 2025
At the start of 2025, a 30% tariff on Chinese goods would have led to a widespread de-risking.
weekly market update | 4 min read
Trading the Trade Talks
May 12, 2025
President Trump announced a trade deal last week with the UK, and the Administration has teased negotiations with other trading partners, too. Discussions between US and Chinese officials began over the weekend with US tariffs on ...