Grand River Capital
Financial Update: Week of July 7, 2025 I hope this message finds you well! After a turbulent yet resilient first six months of the year, I wanted to share an updated macroeconomic perspective and investment …
Continue Reading about Q2 2025 Update: Economic Stamina Amid Uncertainty
Financial Update: Week of July 1, 2025 I hope you’re doing well. June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the …
Continue Reading about Fed Holds Line, Inflation & Tariffs, Consumer Fatigue
Financial Update: Week of June 23, 2025 Hope you are doing well. Last week brought a decision by the Fed on its key interest rate and no respite in the Israel-Iran conflict, making it an opportune time to share a quick rundown …
Continue Reading about Fed Decision, Israel-Iran Conflict, Inflation
Financial Update: Week of June 16, 2025 Hope you are doing well. Last week brought softer inflation data than expected, news of a U.S.-China trade deal, and an Israel-Iran conflict that unnerved the market. With so many …
Continue Reading about Softer Inflation Data, Geopolitical Fears
Financial Update: Week of June 9, 2025 Last week brought the extension of a market rally and slightly stronger-than-expected jobs data, albeit with some indications of labor market cooling. Read on for a bite-sized summary of …
Financial Update: Week of June 2, 2025 Hope you are doing well. Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month …
Continue Reading about S&P 500 Surges, Trade & Inflation Relaxation
Financial Update: Week of May 27, 2025 Hope you are doing well. Last week brought higher government bond yields following House approval of a new budget bill, as well as firmer gold and Bitcoin pricing. Read on for a bite-sized …
Financial Update: Week of May 19, 2025 Last week brought a temporary U.S.-China tariff cut and softer-than-expected monthly inflation data, making it an opportune time to share an overview of what happened and what’s ahead. …
Continue Reading about Trade Negotiations, Inflation Relaxation
