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.

Weekly Market Brief

Markets Navigate Strong Earnings, Fed Rate Cut Bets, and Global Trade Shifts

Strong corporate earnings in tech and communications boosted the S&P 500 outlook, while weak jobs data raised expectations for Fed rate cuts amid trade tensions.

CIO In Your Corner

Stocks Drift to New Highs Amid Low Volatility

Markets climbed to new highs in July, but calm conditions may not last as economic data and global policy shifts stir under the surface.

Weekly Market Brief

Mixed Economic Signals Emerge as Fed Pauses on Rates While Tariffs Rise

The Fed held interest rates steady amid economic uncertainty, soft labor data and escalating tariffs, signaling potential future rate cuts as trade policy tightens.

Weekly Market Brief

Trade Deals Surge as Tariff Deadline Looms; Inflation Holds Steady in June

U.S. trade deal momentum builds ahead of tariff deadline, inflation stays contained despite rising trade costs, and early reports suggest a strong Q2 performance.

Weekly Market Brief

Earnings Support Market Amid Policy Uncertainty

Rising tariffs and policy uncertainty are pushing prices up and fueling inflation fears, even as strong earnings and steady consumer spending support markets.

Weekly Market Brief

Markets Balance Trade Tensions, Labor Strength, and Global Gains

Markets showed resilience amid tariff uncertainty and mixed labor data, while a weak U.S. dollar boosted international gains and global diversification appeal.