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Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Market Correction Perspective | Weekly Market Commentary | March 17, 2025

Printer Friendly Version U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop —...

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Printer Friendly Version Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons...

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

Printer Friendly Version Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy...
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Recent Posts

  • Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025
  • China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025
  • Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
  • Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025
  • Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025

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