Archive for June 2025

Weekly Market Commentary THE WEEK IN REVIEW: June 22-28, 2025 U.S. bombs Iran’s nuclear facilities If someone said we would see oil prices drop $10 per barrel and the S&P 500 hit a new high in the week after the U.S. bombed Iran’s nuclear production facilities, what would you say?1,2 Well, it did happen. Almost…

Weekly Market Commentary THE WEEK IN REVIEW: June 15-21, 2025 All eyes on the Middle East Markets were focused on the conflict between Israel and Iran all last week, with the China trade deal, the Federal Reserve meeting and the G7 gathering all taking a backseat. Last week’s Israeli strikes against Iran were surgical, with…

Weekly Market Commentary THE WEEK IN REVIEW: June 8-14, 2025 Israel takes action against Iran Last week ended with Israel preemptively attacking Iran and its nuclear weapons capabilities. Iran was in talks over its nuclear ambitions, but the talks were viewed as going nowhere. Instead, Iran was trying to enrich as much weapons-grade uranium as…

Weekly Market Commentary THE WEEK IN REVIEW: June 1-7, 2025 Give us your best offer President Trump gave our trade adversaries a Wednesday deadline to step up with their best offer or ideas as to how they will trade with us, the same day a 50% tariff went into effect on aluminum and steel.1,2 Markets…

Weekly Market Commentary THE WEEK IN REVIEW: May 25-31, 2025 Tariffs delayed are tariffs denied Markets opened the week after the Memorial Day holiday with a bang as President Trump pushed the implementation date for tariffs on the European Union back to July 9.1 Then markets began to trade off just as quickly until the…