Market Commentary | November 10th, 2025
Markets absorbed a week of mixed signals, with strength in headline data masking underlying fragility and inflation trends complicating the path forward.
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Market Commentary | November 3rd, 2025
U.S. consumer confidence fell modestly in October, with The Conference Board’s headline index easing to 94.6 from a revised 95.6 in September. The decline reflected weaker expectations for business, income, and employment over the next six months, while consumers’ assessment of current conditions improved slightly.
Market Commentary | October 20th, 2025
Economic developments during the week were shaped by key inflation data, central bank commentary, and disruptions caused by the ongoing government shutdown. Together, these events offered insight into the Federal Reserve’s evolving stance and the challenges of navigating a data-constrained environment.