Big Bill, Tariff Turmoil, Fed Watch
Financial Update: Week of July 14, 2025 Hope you are enjoying the summer. Last week was all about stirring developments, such as the One Big Beautiful Bill Act and notable tariff developments. Read on for highlights of what you should know and how the market outlook is shaping up. Stock Index Performance The S&P 500…
Q2 2025 Update: Economic Stamina Amid Uncertainty
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 outlook. Overview The U.S. economy has displayed stamina in the face of persistent monetary and fiscal policy uncertainty. While the…
Continue Reading Q2 2025 Update: Economic Stamina Amid Uncertainty
Fed Holds Line, Inflation & Tariffs, Consumer Fatigue
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 Federal Reserve is remaining cautious. Read on for key highlights from last month. Major U.S. Stock Indexes U.S. stocks…
Continue Reading Fed Holds Line, Inflation & Tariffs, Consumer Fatigue
Fed Decision, Israel-Iran Conflict, Inflation
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 of what happened and highlight what’s ahead. Here’s a snapshot of what you…
Continue Reading Fed Decision, Israel-Iran Conflict, Inflation
Softer Inflation Data, Geopolitical Fears
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 developments last week, read on for a bite-sized summary of what you should know. Weekly Stock Index Performance…
S&P Rally, Jobs Data
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 what you need to know. Weekly Stock Index Performance The S&P 500 rose 1.5%. The Nasdaq Composite increased by 2.2%. The Dow…
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…
Continue Reading S&P 500 Surges, Trade & Inflation Relaxation
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…