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 […]
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 […]
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 […]