Market Commentary | August 25th, 2025
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Market Commentary | August 18th, 2025
Economic indicators released this week reflect a complex and evolving macroeconomic landscape, marked by persistent inflationary pressures and a labor market that remains resilient but shows early signs of moderation.
Market Commentary | August 11th, 2025
Overall, the data portrays an economy that is still growing but at a slower pace. The services sector is barely expanding, the labor market is stable but showing signs of cooling, and inflation remains moderate yet above the Federal Reserve’s long-term target.
Market Commentary | July 28th, 2025
Markets digested a mixed bag of economic data this week, with housing and sentiment indicators taking center stage. While some metrics pointed to resilience, others hinted at emerging cracks in consumer and business confidence.
Market Commentary | June 30th, 2025
Economic data released last week painted a mixed picture of U.S. activity. The S&P Global Manufacturing Purchasing Managers’ Index (PMI) held steady at 52.0 in June, matching May’s 15-month high and signaling continued expansion. Factory output rose for the first time in four months, and employment in the sector grew at its fastest pace in a year. Meanwhile, the Services PMI rose to 53.1, indicating a stronger pace of growth in the services sector, driven by increased new business and improved demand conditions.
Market Commentary | June 16th, 2025
While last week was lighter on economic data, global headlines were anything but quiet. Trade talks between the U.S. and China took center stage, and rising tensions between Israel and Iran rattled investor confidence. Still, beneath the surface, key inflation data and shifting expectations quietly shaped the market narrative.