How BLS Economic Data Impacts Your Financial Plan: Employment Reports and Wealth Strategy
How Government Economic Data Impacts Your Plan The Bureau of Labor Statistics (BLS) has been in the headlines recently following the dismissal of its director over allegations of inaccurate employment reporting. The agency’s work is central to the economy, most notably through its monthly reports on employment growth and inflation. The accuracy of BLS data […]
Investment Commentary – August 11, 2025
Equities The S&P 500 returned +2.4% as markets focused on strong corporate earnings results and looked past the disappointing economic data from the previous week. Markets looked past several data points which may ordinarily have given it pause: a weak ISM Services print, rising yields due to weak auction demand for 10-year and 30-year treasuries, […]
Stocks Surge on Earnings Optimism—Inflation Data Up Next – August 11, 2025
Good morning, Stocks logged their best weekly gain of the summer last week, with the S&P 500 up 2.44% and the Nasdaq climbing 3.88%, as strong earnings outweighed the prior week’s weak employment report. The recent concentrated melt-up in equities appears driven by optimism over economic growth tied to heavy investment in AI and onshoring […]
Economic Commentary – August 11, 2025
Inflation returns to center stage this week with the release of the July Consumer Price Index (CPI) and Producer Price Index (PPI). These numbers have significance for all the usual reasons, but now will be viewed in the context of a July employment report weak enough to have shifted the thinking to an “almost-certain” September […]