November was a month of mixed signals for the economy and markets. Stocks barely moved overall, but under the surface, sectors shifted, inflation continued to pressure household budgets, and the Federal Reserve made another rate cut to keep growth on track. As we head into year-end, here’s what happened, what it means for your wallet,…
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Last Month In ReviewOctober was a month of contrasts—a tale of soaring markets against a backdrop of political gridlock. Global equities continued their upward march, with the S&P 500 gaining roughly 2.3% and the Nasdaq surging nearly 4.7%, marking yet another series of record highs. Technology and AI-driven sectors were the clear protagonists, fueling optimism…
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September 2025 delivered a surprising upside for equity markets, defying historical trends that typically mark it as a weak month for stocks. The S&P 500 posted its best September in 15 years, rising 3.7%, while emerging markets surged 7.2%. Technology stocks rebounded strongly, gaining over 7.5%, after a sluggish August. However, not all sectors participated…
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Overview of the U.S. Economy in August 2025 The U.S. economy in August 2025 showed signs of resilience despite facing challenges such as rising inflation and a cooling labor market. Key indicators suggest a complex economic landscape influenced by various factors, including trade policies and consumer behavior. The stock market last month was a tale…
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Market Overview: S&P 500 U.S. equities surged in July, with the S&P 500 up 2.2%, the Nasdaq climbing 3.7%, and the Dow Jones eking out a 0.1% gain.1 Strong corporate earnings and optimism around trade deals helped push the S&P 500 to record highs, while tech stocks led the charge, especially Nvidia and Microsoft. The Federal Reserve held interest…
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Congress has approved a massive Republican-authored legislative package combining trillions in tax cuts amid sweeping spending reductions, and broad policy shifts across national security, social welfare, and energy sectors, in a big win for the President. Nicknamed “One Big Beautiful Bill,” the legislation passed the House narrowly on Thursday, ahead of the 250th celebration of…
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May 2025 Economic & Market Summary Last month the U.S. economy pushed through albeit with ongoing uncertainties. While consumer spending remained stable, business investment showed signs of hesitation. Inflation continued, though it slowed enough to keep interest rates where they are. Labor markets stayed tight but hinted at softening, particularly in sectors sensitive to trade…
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The word for the day: Below, I will try to explain the different steps of tariff policy and it’s potential impact on an economy and your portfolio. The goal is to draw a connection between if you do X, you should expect Y. Last month revealed something that cannot be unseen. From April 2, 2025…
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March has not started off particularly well and last month saw significant developments in the economy with tariffs, tech trades and politics moving the markets in ways we have not seen since 2022. Here’s a concise summary of the key highlights from last month: Economic Performance: The U.S. economy entered 2025 with strong momentum, driven…
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The US stock market and economy have been on quite a rollercoaster ride lately, with several key factors playing a significant role. First and foremost, the Federal Reserve’s monetary policy has been a major player. In December 2024, the Fed decided to shift its stance, which sent ripples through the market. Investors, who were already…
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