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Weekly Market Commentary THE WEEK IN REVIEW: Dec. 21-27, 2025 Q3 GDP is finally reported — and it was big! Thanks to the government shutdown in October and November, we didn’t get a chance to look at the third-quarter gross domestic product (GDP) until last Tuesday. The Atlanta Fed GDPNow indicator was calling for 3.6%…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 14-20, 2025 Markets waffle early in the first week after rate cut After the Federal Reserve cut rates for the third (and final) time in 2025, markets stumbled to start the week as they slipped back into “Big Tech over valuation, AI bubble, weak economy” mode.1 As…

Weekly Market Commentary THE WEEK IN REVIEW: Dec. 7-13, 2025 Fed cuts rates but signals pause The debate over whether or not the Federal Reserve would cut rates at its final meeting of 2025 is finally over. The Fed cut rates another 25 basis points (0.25%) last week, taking them to a target level of…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 30-Dec. 6, 2025 Market comes back as final Fed meeting of 2025 looms The market has mostly completed its comeback after the valuations and rate-cut jitters that hit us in early November subsided. Last Friday, the S&P 500 crested above its last recorded high from Oct. 28…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 23-29, 2025 It looks like Santa is on his way! It’s hard to believe Thanksgiving 2025 has already come and gone. We hope everyone had a happy, safe and relaxing holiday with family and loved ones. You know who had a great holiday week? The markets! After…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 16-22, 2025 A wild ride into Thanksgiving week The market mayhem continued last week. Thursday and Friday were particularly epic and amazing to watch in real time. We thought we might have some calm after the federal shutdown ended and perhaps enjoy a peaceful few days leading…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 9-15, 2025 The government reopens — what now? After a record 43 days, there was finally enough momentum to end the government shutdown.1 What did it accomplish? Depends on who you ask. From the politicians, both sides claimed victory    —    but in the end, what was agreed…

Weekly Market Commentary THE WEEK IN REVIEW: Nov. 2-8, 2025 The U.S. government remained closed There was some expectation that the government would reopen after last Tuesday’s elections, but nobody seemed to be in a conciliatory mood after the Democrats “swept” the results.1 The Democrats offered to reopen the government on Friday if Affordable Care…

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 26 – Nov. 1, 2025 Fed cuts again but says December move isn’t certain Have you ever watched a football game where one team gets a great kickoff return, only to start losing yardage on penalties before punting the ball away and frittering their opportunity to score?…

Weekly Market Commentary THE WEEK IN REVIEW: Oct. 19-25, 2025 Government remains shut, earnings keep markets motoring There doesn’t appear to be any end in sight for the government shutdown yet. Some people had hoped to see a softening of rigid positions and movement toward a deal for reopening the government after the “No Kings”…