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Weekly Market Commentary

Weekly Market Commentary 2025.27
7/14/2025

Are financial markets too complacent?

In Aesop’s fable, The Boy Who Cried Wolf, a young shepherd repeatedly raises a false alarm. Eventually, the people in his village ignore his warnings. When a wolf appears, the villagers pay no attention to the boy’s cries, confident that “nothing ever happens”.

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Weekly Market Commentary 2025.26
7/7/2025

Like riders on a giga coaster, investors experienced fear and exhilaration during the second quarter of 2025.

From April through June, investors rode markets up and down, banking through twists of news and events that had market moving potential. They swooped through the uncertain impact of tariffs on economic growth and inflation; the implications of a U.S. Treasury downgrade; the effects of fiscal policy changes in the Big Beautiful Bill; and conflicts in Ukraine and the Middle East.

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A long view of the Wall Street along with the street sign with the same name.
Weekly Market Commentary 2025.25
6/30/2025

Major U.S. stock indexes raced to new highs last week.

In a remarkable recovery from April’s double-digit downturn, the Standard & Poor’s (S&P) 500 Index raced to a new record high last week, and so did the Nasdaq Composite Index (Nasdaq). Key drivers behind the ascent included:

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