SFM Market Commentary: 10/10/25
In the last two weeks, markets have navigated the fallout from the government shutdown, with steady inflation and slowing job growth reshaping the outlook. At the same time, equities and Big Tech extended gains, while housing and auto markets faced new pressures from regulatory and policy shifts. Let’s dive in! In the next two weeks, […]
SFM Market Commentary: 10/24/25
In the last two weeks, markets have grappled with the continued government shutdown, rising tariff tensions, and growing stress in regional banks, all against a backdrop of shifting Fed expectations. At the same time, innovation across major corporations and fragile geopolitical progress have underscored the economy’s mix of uncertainty and resilience. Let’s dive in! In […]
SFM Market Commentary: 11/7/25
In the last two weeks, markets have digested a second Fed rate cut, a cooling job market, and new inflation data that signal a delicate economic balancing act. Meanwhile, global diplomacy, shifting tax rules, and growing corporate concentration in AI continue to define the evolving financial and business landscape. Let’s dive in! Summary In the […]
SFM Market Commentary: 11/21/25
In the last two weeks, markets reached new highs amid mixed signals from economic data and Federal Reserve policy debates. Meanwhile, geopolitical developments brought the end of the historic government shutdown and shifts in energy and housing sectors. Let’s dive in! Over the next two weeks, investors will closely watch Federal Reserve communications for guidance […]
SFM Market Commentary: 12/5/25
In the last two weeks, inflation data showed mixed signals with a modest rise in producer prices and a sharp increase in Medicare premiums, while consumer confidence declined amid growing job concerns. Tax updates and labor market shifts also caught attention, highlighting evolving economic and workforce dynamics. Let’s dive in! Over the next two weeks, […]
SFM Market Commentary: 12/19/25
In the last two weeks, the Federal Reserve cut interest rates for the third time, signaling ongoing economic adjustments amid mixed inflation data. Meanwhile, housing prices dropped for the first time in over two years and labor market indicators showed slight shifts, reflecting a complex US economic landscape. Let’s dive in! Over the next two […]
SFM Market Commentary: 1/2/26
In the last two weeks, markets showed their strength as the S&P 500 hit a record close, and the economy followed suit, with Q3 GDP growth beating estimates. Key economic indicators such as inflation and gas prices also helped shape the broader economic picture. Let’s dive in! Over the next two weeks, investors will closely […]
SFM Market Commentary: 1/16/26
In the last two weeks, the S&P 500 reached record highs fueled by strong performances in chipmakers and mortgage lenders amid optimism from recent Fed rate cuts and policy signals. Geopolitical tensions escalated with the U.S. capture of Venezuelan leader Nicolás Maduro, adding complexity to global oil markets and commodity rallies. Let’s dive in! Over […]
SFM Market Commentary: 1/30/26
In the last two weeks, key economic data showed the Federal Reserve’s preferred inflation gauge at 2.8%, signaling persistent inflationary pressures above target while consumer spending and economic growth demonstrated solid momentum. Meanwhile, significant geopolitical and policy developments have emerged, including a major US-Taiwan trade agreement and new legislative proposals to secure critical minerals. Let’s […]
SFM Market Commentary: 2/13/26
In the last two weeks, the tech sector experienced significant turbulence as AI-driven disruption fears led to sharp declines in stocks heavily exposed to private credit, while the Federal Reserve held interest rates steady at 3.5%-3.75%. Geopolitical developments also unfolded, with initial U.S.-Iran nuclear talks and strategic moves to reduce dependence on critical minerals from […]