SFM Market Commentary: 5/2/25
In the last two weeks, markets have reacted to mixed economic signals, with a slight GDP contraction and a surge in durable goods orders as businesses raced to get ahead of tariffs. As trade tensions evolve and central banks adjust policy, investors are shifting toward safe-haven assets amid rising uncertainty. Let’s dive in! In the […]
SFM Market Commentary: 5/9/25
In the last two weeks, uncertainty around economic growth, monetary policy, and global debt has added complexity to an already fragile market environment. At the same time, shifts in leadership, innovation, and regulation across tech and finance continue to reshape the long-term outlook. Let’s dive in! Over the next two weeks, markets will focus on […]
SFM Market Commentary: 5/23/25
In the last two weeks, markets have been shaped by signs of easing inflation, renewed global trade cooperation, and growing concern over government debt levels. At the same time, major deals and regulatory developments across healthcare, tech, and finance are signaling broader shifts in economic power and policy direction. Let’s dive in! In the next […]
SFM Market Commentary: 6/6/25
In the last two weeks, rising consumer confidence, easing inflation, and a surge in home listings have offered fresh signs of economic resilience. At the same time, shifting trade policy, tech milestones, and evolving leadership dynamics are reshaping the conversation around growth and innovation. Let’s dive in! Over the two weeks, markets will focus on […]
SFM Market Commentary: 6/20/25
In the last two weeks, escalating tensions between Israel and Iran have rattled global markets, triggering sharp selloffs and raising concerns about broader geopolitical instability. At the same time, steady job growth, cooling inflation, and major corporate shifts have offered some reassurance, highlighting the ongoing push and pull between risk and resilience. Let’s dive in! […]
SFM Market Commentary: 7/4/25
In the last two weeks, markets have navigated a mix of geopolitical conflict, cautious monetary policy signals, and evolving consumer and corporate trends—yet still pushed into record-high territory. As central banks weigh their next moves and global tensions persist, signs of economic resilience continue to surface. Let’s dive in! In the next two weeks, markets […]
SFM Market Commentary: 07/18/25
In the last two weeks, strong job growth, a surprise federal surplus, and sweeping tax changes under the newly signed ‘Big Beautiful Bill’ have pointed to a more resilient economy despite record-high household debt. Meanwhile, major moves in tech, AI, and consumer brands signal continued transformation across industries. Let’s dive in! Over the next two […]
SFM Market Commentary: 8/1/25
In the last two weeks, steady job growth, shifting trade dynamics, and the rollout of major policy changes under Trump’s Big Beautiful Bill have reshaped the economic narrative. Business activity is gaining momentum, global energy supply is set to expand, and companies like the NFL and Tesla are making bold moves to redefine their industries. […]
SFM Market Commentary: 8/15/25
In the last two weeks, economic data painted a mixed picture, with stronger productivity and GDP growth alongside rising jobless claims. Meanwhile, big tech earnings, new product launches, and major changes to retirement investment options have kept markets and investors on alert. Let’s dive in! In the next two weeks, markets will watch key economic […]
SFM Market Commentary: 8/29/25
In the last two weeks, markets have balanced strong earnings and shifting labor trends against rising inflation pressures and record-high national debt. At the same time, signals from the Fed, breakthroughs in energy and healthcare, and AI statistics highlight the crosscurrents shaping the economic and corporate landscape. Let’s dive in! In the first half of […]