Weekly Market Update
performance,
market indicators and the week ahead.
weekly market update | 4 min read
Earnings Depict That K-shaped Dynamics Persist
October 20, 2025
Higher-income households are spending more year-over-year, while lower-income cohorts face rising costs that are constraining the pace of spending.
weekly market update | 4 min read
Markets Remains Resilient Despite Political Disruptions
October 13, 2025
Even as Washington remains gridlocked over healthcare spending and the federal government stays partially frozen, markets have held firm. Despite domestic political deadlock, several surprises abroad – where political shifts are ...
weekly market update | 4 min read
Navigating Markets Without Government Data
October 6, 2025
The US Government shutdown enters its second week, with no resolution in sight. But as discussed in this week’s CIO Bulletin, its impact may not be lasting or deep – for both capital markets and the economy at large. There have ...
weekly market update | 4 min read
Adjusting to a New Nominal
September 29, 2025
Of the 176 components of trimmed mean PCE prices, 36% posted one-month annualized gains of 5% or faster in August.
weekly market update | 4 min read
Record Highs as Fed Cuts Rates
September 22, 2025
The S&P 500, Dow, and Nasdaq rose by 1.22%, 1.05%, and 2.21%, respectively.
weekly market update | 4 min read
Market Crossroads: Fed, AI, and Trade
September 15, 2025
Last week, the S&P 500, Dow, and Nasdaq rose by 1.59%, 0.95%, and 2.03%, respectively. US markets were driven by signs of a softening economy and growing expectations of Fed rate cuts.
weekly market update | 4 min read
Labor Dynamics Argue for Fed Support
September 8, 2025
On the surface, the disappointing August labor market report (+22K jobs vs. +75K expected) in the US confirmed a sluggish jobs market and solidified a Federal Reserve rate cut at their meeting this month.
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 ...