S&P 500 Surges, Trade & Inflation Relaxation
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 following a similar relaxing pattern as the previous month. It has been a volatile two months, with swings…
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Bond Yields Rise, Budget Bill Edge
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 summary of what you should know. Weekly Stock Index Performance The S&P 500 declined by 2.61%. The…
Trade Negotiations, Inflation Relaxation
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. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance The S&P 500 rose by 5.27%. The…
Trade Deal, Fed Uncertainty, Lower Energy Prices
Financial Update: Week of May 12, 2025 Last week brought trade framework progress between the U.S. and the U.K. and a Federal Reserve that seemed a bit uncertain during its policy meeting. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance For the week ending May 9th, major U.S.…
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Volatile stocks, inflation moderation, May flowers?
Financial Update: Week of May 5, 2025 Last month brought volatile markets early in April, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks. With all of these developments in mind, now feels like a good time to share an overview of what happened and what could be ahead.…
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Easing Trade Rhetoric, Sour Consumers
Financial Update: Week of April 28, 2025 Hope you are doing well. Last week brought strength in technology stocks via earnings and some tariff rhetoric relaxation, making it an opportune time to share an overview of what happened and what’s ahead. Read on for a bite-sized summary of what you should know. Weekly Stock Index…
Interesting Rates, Retail Sales Rise
Financial Update: Week of April 21, 2025 Hope you are doing well. Last week brought more tariff and interest rate developments, along with strong retail sales numbers. Read on for a bite-sized overview of what you should know. Weekly Stock Index Performance Major U.S. stock indexes traded modestly lower last week as tariff uncertainty persisted…
Trade uncertainty, long-term discipline
Financial Update: Week of April 14, 2025 Last month brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and what could be ahead. Read on for a monthly summary of what you should know. Major U.S. Stock Indexes…
Tariff Fallout, Labor Market Resilience
Financial Update: Week of April 7, 2025 Last week brought a continuation in tariff activity well beyond expectations and some solid labor market data on Friday, making this a timely moment to offer an overview of key developments. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance Tariffs and…