Last month, growth held firm, and the labor market held stable even as financial conditions quietly tightened beneath the surface. Equity indices were mixed, and inflation stayed unrelenting. The Federal Reserve became more hawkish under new Chair Kevin Warsh, shifting from its earlier tone. Here’s how it played out across the major indexes and what […]

November 2025 FInancial Market Update Presented by Marc Aarons    Recent weeks have brought significant developments — from pivotal Federal Reserve policy shifts to breakthrough advancements in technology. In October, markets also faced an unusual challenge: a data “fog” from the government shutdown that underscored the value of maintaining a diversified and adaptive portfolio approach. […]

Financial Market Update for the Week of 2/12/24 Presented by Marc Aarons   The broader major U.S. stock indexes kept chugging along last week, with the S&P 500 making fresh highs and closing above 5,000 for the first time in history. Last week’s gains for the S&P 500 marked its 14th weekly gain out of […]

Unpacking the Summer Economy Provided by Marc Aarons In the financial world, some weeks are more important than others, and we just lived through a big one. Let’s unpack each of the four key stats:   The Fed. As expected, the Fed bumped up short-term rates again at its July meeting. But the markets breathed […]