Weekly Market Brief

Markets Confront Shutdown, Slowing Jobs, and Bank Rule Shifts

The federal government shut down on September 30th due to Congress's failure to reach a funding deal, pausing nonessential operations amid disputes over health care spending and facing weak job data and impending bank capital rule changes.

Weekly Market Brief

U.S. Economy Shows Strength as Growth, Corporate Profits, and Consumer Spending Hold Up

Stronger-than-expected GDP and steady jobless claims highlighted continued economic resilience, while solid earnings and stable inflation supported a constructive outlook.

The Importance of Private Markets in Client Portfolios

Weekly Market Brief

Fed Cuts Rates and Signals Uncertainty Ahead, While Consumer Spending Holds Steady

The Federal Reserve cut rates by 25 basis points and released updated economic projections, signaling potential further easing, while markets weighed mixed policy signals against resilient consumer spending and modest equity gains.

Weekly Market Brief

Inflation, Employment, and Consumer Sentiment Data Offer a Mixed Picture Ahead of Fed Meeting

Shifting inflation trends, softer job market data, and waning consumer confidence paint a nuanced picture going into the Fed’s September meeting.

CIO In Your Corner

Earnings Powered August Market Gains, as Fed Signals Likely Rate Cut

Strong earnings and hopes for a Fed rate cut fueled August’s market rally, pushing stocks to new highs amid easing investor concerns.

Weekly Market Brief

Another Weak Employment Report Increases Odds of a September Rate Cut

U.S. hiring slowed sharply in August as unemployment climbed, raising expectations for a September Fed rate cut, while signs of stabilization in manufacturing and resilient consumer spending helped balance seasonal market headwinds.

Weekly Market Brief

Nvidia Beats Earnings, Inflation Rises, GDP Growth Revised Higher

Markets steadied as Nvidia’s record earnings underscored resilient AI demand, inflation edged higher ahead of the Fed’s September meeting, and stronger consumer spending and AI-driven investment lifted second-quarter GDP growth above initial estimates.

Weekly Market Brief

Powell Signals Possible Rate Cuts as Earnings Stay Strong, Labor Market Softens, and Manufacturing Rebounds

Weekly Market Brief

Stronger Wholesale Prices, Rate Cut Expectations, and Robust Earnings Shape Market Outlook

Sharp inflation data, resilient earnings, and elevated Fed policy expectations are shaping the market outlook as investors gauge inflation and growth trends.