Earnings Stay Strong, Data Stays Dark – November 3, 2025
Good morning, Last Friday’s market action did little to change the broader narrative for the week. A steady stream of market-moving catalysts—Fed commentary, tariff headlines, and 5 Mag-7 earnings—brought some mild volatility, but the week ultimately ended with modest gains across all major indices. Those small gains were enough to push every major index except the Russell […]
Did the Fed Weaken the Bullish Argument?
By John Lau, CPA, CFP® November 1, 2025 – Federal Reserve Chair Jerome Powell gave markets a bit of a surprise last Wednesday. His comments sounded more hawkish (meaning less eager to cut rates) than many investors expected. Up until his press conference, markets were almost certain—about 90%[1] sure—that the Fed would cut interest rates […]