Market Commentary | December 1st, 2025
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
Market Commentary | November 24th, 2025
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
Market Commentary | November 17th, 2025
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.
Market Commentary | November 10th, 2025
Markets absorbed a week of mixed signals, with strength in headline data masking underlying fragility and inflation trends complicating the path forward.
Market Commentary | November 3rd, 2025
U.S. consumer confidence fell modestly in October, with The Conference Board’s headline index easing to 94.6 from a revised 95.6 in September. The decline reflected weaker expectations for business, income, and employment over the next six months, while consumers’ assessment of current conditions improved slightly.
Market Commentary | October 27th, 2025
The most impactful release of the week was Friday’s Consumer Price Index (CPI) report. Both headline and core CPI came in slightly below expectations, with core CPI rising 0.2% versus 0.3% anticipated. Given the Fed’s preference for core inflation as a gauge of underlying price pressures, this softer print suggests inflation is sticky but trending lower, though still above the Fed’s target.