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Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations — higher inflation dampens the present value of future earnings and, historically, correlates with lower stock valuations.
Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025
Corporate buybacks, arguably one of the less-discussed catalysts, likely provided an additional boost to the market’s quick recovery. In this week’s Weekly Market Commentary, we explore recent repurchase activity, including who is buying back stock, how much, and how buyback companies have historically performed.
Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
On Wednesday, May 28, the U.S. Court of International Trade (CIT) essentially blocked the majority of President Trump’s tariffs. A three-judge panel issued summary judgment against the tariffs enacted under the International Emergency Economic Powers Act (IEEPA), claiming they were unconstitutional and “exceed any authority granted by the President by IEEPA.”
Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
Printer Friendly Version There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs
Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025
First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year.
Tariff Pause Boosts Sentiment, Fed Steady | Weekly Market Commentary | May 19, 2025
Investor sentiment dramatically changed after Treasury Secretary Scott Bessent and other members of the Trump administration announced a temporary pause on tariffs with China. Was that sentiment shift warranted and did anything materially change? Estimates of the effective tariff rate continue to vary and have wide confidence intervals…
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