SFM Market Commentary: 2/27/26
In the last two weeks, US economic data showed a mixed picture with consumer prices rising less than expected and mortgage rates falling to a three-year low. Geopolitically, tensions mount in the Middle East as US military presence intensifies and significant trade developments occur with Taiwan and on tariffs. Let’s dive in! Over the next […]
SFM Market Commentary: 3/13/26
In the last two weeks, the U.S. labor market showed unexpected weakness with a significant drop in payrolls and a rise in unemployment, prompting discussions of potential interest rate cuts by the Federal Reserve. Concurrently, geopolitical tensions have escalated in the Middle East, with expanding conflict involving Iran and concerns over global shipping routes through […]