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Market Commentary | October 13th, 2025
The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of interpreting policy direction with limited official data, relying instead on supplemental and tangential indicators to gauge the economy’s trajectory.
Market Commentary | October 6th, 2025
Last week’s economic data painted a mixed picture of the U.S. economy.
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 22nd, 2025
FOMC Decision and Inflation Outlook, Retail Sales and Industrial Production, Housing Market Weakness, and more.
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