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Weekly Market Commentary 2025.7
2/18/2025

Why are stock markets wary of tariffs?

In two of the last three weeks, tariff announcements led to late week stock market sell-offs. Stocks quickly recovered lost value, but uncertainty about the administration’s trade policy and the potential impact of that policy on U.S. companies remained.

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Country road leading to a sunset with clouds in the sky.
Weekly Market Commentary 2025.6
2/11/2025

Optimism headed south on Friday.

After rising for most of the week, stock markets lost momentum last Friday

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Walking path in a park in autumn
Weekly Market Commentary 2025.5
2/4/2025

Wait! What just happened?

Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that was occurring. Here’s some of what happened:

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An elderly couple enjoying a walk along the beach with the surf rising in the background.
Weekly Market Commentary 2025.4
1/27/2025

What moves financial markets? The short answer is: Lots of things! 

Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market is a voting machine, whereon countless individuals register choices which are the product partly of reason and partly of emotion.”

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Weekly Market Commentary 2025.3
1/21/2025

As the markets turn.

Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and energy prices, moved lower in December.

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Sunrise over a field of flowers.
Weekly Market Commentary 2025.2
1/16/2025

Bond yields are rising—and they have investors’ attention.
Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds rate is the interest rate the Fed charges banks. It influences other interest rates.) This shift in Fed policy made a lot of people happy.

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Waterfall crashing into log filled stream
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