Weekly Market Update
performance,
market indicators and the week ahead.
weekly market update | 4 min read
Powell Opens Door to Rate Cuts
August 25, 2025
In his Jackson Hole speech, Chair Powell suggested that downside risks to employment are rising and opened the door for lowering rates in September, in line with our expectation for a 25bps cut.
weekly market update | 4 min read
Markets Near Highs
August 18, 2025
The S&P 500, Dow, and Nasdaq advanced by 0.94%, 1.74%, and 0.81%, respectively. This week, all eyes will be on the Fed’s Jackson Hole Symposium on August 21-23 and developments following Presidents Trump and Putin meeting on ...
weekly market update | 4 min read
Stocks Post Summer Gains
August 11, 2025
The S&P 500, Dow, and Nasdaq advanced by 2.43%, 1.35%, and 3.87%, respectively. A wave of new tariffs unsettled investors. Markets also grappled with soft ISM Services data coupled with a firm prices component as signaling a ...
weekly market update | 4 min read
Big Tech Triumphs While Macro Signals Are Mixed
August 4, 2025
Last week was a reminder that the market is not the economy. Solid GDP data and signs of tariff-driven inflation supported the Federal Reserve decision to hold policy rates steady.
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.