Tariff Fallout, Labor Market Resilience
Financial Update: Week of April 7, 2025 Last week brought a continuation in tariff activity well beyond expectations and some solid labor market data on Friday, making this a timely moment to offer an overview of key developments. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance Tariffs and…
Q1 Update: Tariff Tensions, Sentiment Shift
Financial Update: Week of March 31, 2025 I hope this message finds you well! It has been a quarter of tariff-induced uncertainty and shifting sentiment across U.S. financial markets. As such, now is the perfect time to share an overview of what has occurred and what might be ahead. Read on for a summary of…
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Fed “Wait-and-See,” Pensive Consumers
Financial Update: Week of March 24, 2025 Last week brought a much-anticipated Federal Reserve (Fed) meeting and monthly retail sales data, meaning there is a lot to discuss as we head into a new week. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance For the week ending 03/21/25,…
Inflation Moderates, Correction Territory
Financial Update: Week of March 17, 2025 Hope you are doing well. Last week brought heavy news flow out of Washington (shutdown averted!), while monthly inflation data showed some cooling. Amid all of the headlines, now is a good time to share an overview of what happened and what’s ahead. Read on for a bite-sized…
Tariff Uncertainty, Payrolls Miss
Financial Update: Week of March 10, 2025 Hope you are doing well. Last week brought heightened uncertainty over tariffs and their ultimate effects, along with a jobs number that fell short of expectations. Read on for a bite-sized summary of what you should know heading into a new week. Weekly Stock Index Performance Major U.S.…
Tariff Talk Dominates, Spring Ahead
Financial Update: Week of March 3, 2025 Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month a good time to share an overview of what happened and what’s ahead. Read on for a monthly summary of what you should…
S&P 500 highs, Uncertainty
Financial Update: Week of February 24, 2025 Hope you are doing well. Last week brought fresh S&P 500 closing highs early in the week, with economic uncertainty dominating mood and headlines as the week progressed. Read on for a bite-sized overview of what you should know. Weekly Stock Index Performance Major U.S. stock market indexes…
Inflation Sticky, Fed Waiting on Cuts
Financial Update: Week of February 17, 2025 Hope you are doing well. Last week brought more sticky consumer inflation and a Fed message indicating a holding pattern on rate cuts, 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…
S&P 500 Earnings, Tariffs & Payrolls
Financial Update: Week of February 10, 2025 Hope you enjoyed Super Bowl Sunday! Before the big game, markets digested news out of Washington at a frenzied pace last week, with tariffs being the talk of the town. Major U.S. equity indexes have healthily absorbed the data overall, given the sheer volume of the headlines. With…