Cole Harmon

09/29/2025

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the momentum. More on what that might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

09/22/2025

While the Fed was virtually unanimous in its decision to cut rates this week, views around the path for future policy are split. More in our Weekly Market Wrap on what this might mean for investors.

A summary of last week's market highlights and economic news.

09/15/2025

While the labor market appears to be softening, we expect the economy to stabilize and potentially reaccelerate in the months ahead, supported by tailwinds of fiscal stimulus, monetary policy easing and deregulation. More in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

09/08/2025

While investors may experience bouts of market volatility as we navigate a softening labor market, we believe the conditions remain in place for solid economic growth in the year ahead. More in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

09/02/2025

As the summer winds down, investors return to a market that remains hot. We offer our take on AI trends and the potential for Fed easing as we kick off September, a month that tends to test investor resolve.

A summary of last week's market highlights and economic news.

08/25/2025

Stock markets rallied sharply on Friday after Federal Reserve Chair Jerome Powell's speech at the annual Jackson Hole symposium. We break down the latest news and what it might mean for investors: https://bit.ly/4mAN8yz

08/18/2025

We offer our take on July's inflation data and its potential implications for Fed policy and portfolio positioning: https://bit.ly/45narWp

08/11/2025

Equity markets rebounded this past week, led by strong performance by consumer discretionary and technology stocks. We break down what it all might mean for investors looking ahead.

A summary of last week's market highlights and economic news.

08/04/2025

After a nice rally in the markets, investors face increasing walls of worry about higher tariffs rates and a softer labor market. However, the likelihood of Fed rate cuts has also increased, combined with some fiscal stimulus coming from the new tax bill, which may offer a better backdrop as we head into 2026.

A summary of last week's market highlights and economic news.

07/28/2025

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivotal week ahead could shake things up. We explore short-term risks and share our cautiously optimistic view for the rest of 2025 in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

07/21/2025

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported by solid economic fundamentals. We share our outlook for the back half of the year: https://bit.ly/4fabhsU

07/14/2025

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the past week or so might mean for investors: https://bit.ly/464TEYU