In a world where economic certainties are increasingly rare, the Federal Reserve’s latest rate cut announcement and the so-called “agreement” between the U.S. and China offer only temporary relief from deeper, long-term challenges. The markets may cheer short-term wins, but beneath the surface, unprecedented monetary stimulus, fragile global
As we wrap up September and head into the final quarter of the year, markets continue to be shaped by a mix of monetary policy shifts, economic resilience, and political uncertainty. Last week brought a rate cut from the Fed, fresh record highs in stocks, and renewed trade tensions—all
“The balance of risks appears to be shifting.” — Jerome Powell, Jackson Hole August 22, 2025
In what is most certainly his final Jackson Hole appearance as Fed Chair, Jerome Powell delivered a speech that left market participants parsing every word. While he didn’t explicitly promise a rate cut, he
Like a sprinter who suddenly finds a moving sidewalk underfoot, the market raced through the last full week of July with an extra jolt of speed it didn’t seem to need. Hints of a tariff truce with Europe, fresh
We wrapped up our 6 week cross-country circuit last week. What was supposed to be a relaxing week in Myrtle Beach was derailed by an extremely busy week for the markets.
Here's a wrap-up
