Market Updates
September 29, 2025
Amid the noise of geopolitical uncertainty and shifting monetary policy, we see potential benefit in strategic sectors and reason for optimism in the continued strength of U.S. consumer spending.
September 22, 2025
Cutting rates with inflation still above target suggests the Federal Reserve may be emphasizing the employment side of its mandate at the moment. Meanwhile, we believe small-caps and the aerospace and defense sectors appear poised for continued strength.
September 15, 2025
We believe strong economic fundamentals and potential tailwinds for artificial intelligence could create both short-term and long-term benefits for investors.
September 8, 2025
With structural changes and a variety of factors affecting the economy and trade, we're taking a fresh look at historical valuation metrics and economic relationships between the U.S. and its Asian trading partners.
September 2, 2025
Against a backdrop of strong fundamentals and a positive earnings outlook, automation could help relieve tight labor supply in some industries. Meanwhile, China's trade dominance could pose issues for other Emerging Markets.
August 25, 2025
We continue to be optimistic about market fundamentals amid signs that U.S. markets remain well-positioned compared to much of the world and continued solidity in municipal credit markets.
August 18, 2025
Staying on course means understanding what's changing — and what's not — amid the rise of artificial intelligence, shifts in global trade and mounting pressure to cut interest rates.
August 11, 2025
With uncertainty about tariffs fading, the Federal Reserve looks like the next target for shifting macroeconomic policy. Meanwhile, the housing market is showing signs of potential improvement.
August 4, 2025
Keeping government debt, international markets and equity sticker shock in perspective could help investors find potential opportunities beyond the headlines dominating the current economic environment.
July 28, 2025
Sustained improvement in the market will likely depend on reducing uncertainty, especially around the impact of tariff policy. Meanwhile, a weaker dollar could actually be good news, especially for investors considering foreign markets.
July 21, 2025
Cautious optimism about Federal Reserve easing, fiscal stimulus and the potential effects of the AI revolution could produce potential opportunities for risk assets, fixed income investments and more.
July 14, 2025
The shift from consumer-driven to investment-driven growth and the uneven penetration of Artificial Intelligence across sectors could yield potential opportunities for investors. The future of the copper market looks less clear, however.
