Markets and Economy Falling rates and rising earnings may be a potent mix for markets
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
September 15, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Slower job growth likely solidifies September rate cut
Although the labor market began to slow, it’s not yet signaling a recession. Anchored inflation expectations may mean a rate cut is imminent.
September 8, 2025
Markets and Economy Troubled times haven’t worried stocks
Markets pressed higher despite seasonal weakness, new tariffs, elevated valuations, and noise surrounding the Federal Reserve’s independence.
September 2, 2025
Markets and Economy Powell suggests a change to Fed policy
Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week, had ramifications for rate expectations, tech stocks, and the US dollar.
August 25, 2025
Markets and Economy Support for stocks builds despite mixed data
Economic signals seem to show a gradual slowdown in the US economy, but not a recession, with many global companies thriving in the trade environment.
August 18, 2025
Markets and Economy Speculation grows for a fall Fed rate cut
The Federal Reserve gets a surprise resignation. Meanwhile, disagreements at the Bank of England lead to a historic vote.
August 11, 2025
Markets and Economy Dissent emerges at the Fed, trade agreements surge
The Federal Reserve saw two members dissent on rates for the first time in 32 years and countries raced to secure US trade deals before a key tariff deadline.
August 4, 2025
Markets and Economy Trade deals and earnings season help fuel market highs
As trade deals are struck before Trump’s Aug. 1 deadline, global investors have begun to look past tariff uncertainty and appear to expect an optimistic outcome for the second half of this year.
July 28, 2025
Markets and Economy Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 7, 2025
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