SFM Market Commentary: 9/12/25
In the last two weeks, markets have grappled with mixed economic signals, from slower job growth and rising core inflation to a GDP revision that shows surprising resilience. Meanwhile, housing concerns, shifting consumer spending, and rapid innovation in technology and media continue to shape the broader landscape. Let’s dive in! In the next two weeks, […]
SFM Market Commentary: 9/26/25
In the last two weeks, shifting economic signals have shaped the outlook, with the Fed cutting interest rates and pointing to further rate cuts, mortgage rates sliding, and consumer sentiment weakening despite solid retail sales. At the same time, global markets and tech giants marked major milestones, from record equity highs in Japan to breakthroughs […]