SFM Market Commentary: 3/21/25
In the past two weeks, inflation has eased while policymakers work to address Social Security changes and avoid a government shutdown, shaping the economic outlook. Meanwhile, household wealth hit a record high, and shifts in energy and technology are transforming key industries. Let’s dive in! Household Wealth Hits Record: U.S. household net worth reached $169 trillion […]
SFM Market Commentary: 4/4/25
In the last two weeks, the economic outlook has remained stable, with moderate growth, record corporate profits, and a surprising jump in mortgage activity fueling cautious optimism. At the same time, shifting trade policy, evolving retail trends, and massive global investment flows continue to reshape the landscape for consumers and markets alike. Let’s dive in! […]
SFM Market Commentary: 4/18/25
In the last two weeks, inflation continued to ease and job growth remained solid, even as the unemployment rate ticked up—highlighting a mixed but resilient economic backdrop. Meanwhile, the Trump administration’s flurry of trade actions, tariff shifts, and global dealmaking efforts caused historic volatility in the markets. Let’s dive in! Over the next two weeks, […]