Markets and Economy US government shutdown unlikely to materially impact markets
The US government shut down, while governments in Europe and Japan plan to increase spending, which may help support stocks.
October 6, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Stocks pause, but rate cuts, economic growth may provide support
The market environment is challenging, but growth and earnings data remained resilient. We expect markets to resume their climb of the “wall of worry.”
September 29, 2025
Markets and Economy Could rate cuts, economic resiliency spark an end-of-year rally?
With the Federal Reserve cutting rates and recent US economic data showing resiliency, the environment may be conducive to an end-of-year rally.
September 22, 2025
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
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
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