Economic Commentary – September 8, 2025
The data being released in the next few days should cause a certain amount of acid reflux, both in global financial markets and in Washington, D.C. One statistic that seldom generates much attention outside of economic circles is the annual benchmark revision (think of it as a “true-up” with all the now-available data) in US […]
Investment Commentary – September 8, 2025
Executive Summary Financial markets have weathered months of policy-driven volatility, and after a nearly 20% decline, the S&P 500 has regained all its losses and set numerous all-time highs. What remains is a sharply higher effective tariff rate and uncertainty about the impact of 2026 corporate earnings, consumer demand, and economic growth. While easing tensions […]
What Taylor Swift and Travis Kelce Can Teach You About Couples and Financial Planning
A Love Story and a Financial Roadmap When you see a couple like Taylor and Travis in the news, it’s easy to get lost in the romance. The glitz, the glamour, the record-breaking stadium tours, and the Super Bowl wins—it’s all part of the modern fairy tale. But for a moment, let’s pull back the […]
Weak Jobs, Strong Cuts? Market Caught Between Labor and Fed – September 8, 2025
Good morning, Friday’s August employment report came in weaker than already low expectations—disappointing equity markets but giving bond investors some comfort. Even so, the damage to stocks was modest, with the S&P 500 Index finishing down just –0.30% on the day and up +0.37% for the week. Traders quickly reframed the weak jobs data as […]