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Market Commentary | September 29th, 2025

The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s figures, suggesting some softening in forward-looking sentiment. However, with Manufacturing at 52.0 and Services at 53.9, both remain above the 50 threshold, signaling continued expansion in economic activity rather than contraction.

Market Commentary | September 15th, 2025

Overall, the data suggests the economy is entering a more balanced phase. Inflation appears to be stabilizing, with price pressures no longer accelerating, while signs of labor market softening are beginning to emerge.

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