分类: Market/Economic Updates

Weekly Market Update

11/3/2025

Markets were mixed last week, though the latest news was generally good. Earnings continue to look solid for S&P 500 companies, with little cause for concern in the immediate future. Meanwhile, in Korea, Presidents Trump and Xi announced plans for a one-year “trade truce,” which will include lowered tariffs on Chinese goods and fewer restrictions on rare earth exports from China, among other items.

Quarterly Market Update (Fall 2025)

10/31/2025

There is no shortage of topics we could write about; however, the biggest news might be the lack of volatility over the last few months, as markets enjoyed fairly uninterrupted growth. It often feels like the volume is turned all the way up on any number of issues, but markets sometimes can tune out the noise and take things at face value. Of course, this does not mean that risks are absent or that everything happening in markets is good, but when you have a quarter like the one that just passed, it is worth taking some time to appreciate the calm.

Weekly Market Update

10/27/2025

Markets continue to move higher as sentiment has improved in recent weeks. Although there might be pockets of frothiness in equity markets, we do not get the sense that the overall market is in a bubble. For one, earnings growth has driven much of the returns in stocks this year, and thus far, there is little indication that we should expect any notable disappointment on that front.

Weekly Market Update

10/13/2025

Everything was good until tariff fears resurfaced last Friday. In the end, stocks were down on the week, while bonds were modestly higher. The back-and-forth escalation of the US-China trade negotiations took a turn for the worse as China imposed export controls on vital rare earth materials.

Weekly Market Update

10/6/2025

The selling in markets proved to be short-lived, as both stocks and bonds rebounded with solid gains last week. Even the government shutdown was not enough to dampen the momentum markets have had recently. For now, it seems as though the AI story trumps all.

Weekly Market Update

9/29/2025

For the first time in what seems like many weeks, markets were in the red across the board. Although the losses were minimal, stock markets in particular have seemed invulnerable recently. The market action is a welcomed breather in our view, and as we enter a seasonally weak period for stocks, it may continue.

Weekly Market Update

9/15/2025

Markets continued to move higher last week, as investors anticipate the latest round of rate cuts from the Fed. Good earnings and the fact that the economy held up during the summer slowdown helped facilitate solid market returns in recent months. Now, with the prospect of multiple rate cuts in the coming months, investors are feeling good about stocks and bonds.

Weekly Market Update

9/8/2025

Markets were broadly higher last week, as a weak August payroll report further increased the likelihood of a rate cut later this month. After the initial shock of the tariff announcements from earlier in the year wore off, stocks have been on a steady uptrend. In our view, solid earnings growth has been a key factor in the ongoing rally in markets.

Weekly Market Update

9/2/2025

As summer comes to its unofficial end, August provided another month of solid gains across markets. Q2 earnings generally surprised to the upside, which we view as the biggest reason for the continued rally in equity markets. Meanwhile, although there has been a softening of economic data, we saw GDP growth bounce back in the second quarter, and are once again seeing some early signs of life in what has been stagnant manufacturing data.

Weekly Market Update

8/18/2025

Another week of solid equity market performance came and went, with the embattled small-cap stocks leading the way higher. Markets face a busy week, as several large retailers are set to report earnings and provide a gauge on the consumer. Meanwhile, Jerome Powell will speak at the Jackson Hole Symposium and provide guidance on monetary policy and possible Fed actions in the coming months.

<<Previous

Forward>>

StraightTalk

Categories

Archives

Weekly Market Update

Quarterly Market Update (Fall 2025)

Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

Author

Archives

Categories