SFM Market Commentary: 12/5/25
In the last two weeks, inflation data showed mixed signals with a modest rise in producer prices and a sharp increase in Medicare premiums, while consumer confidence declined amid growing job concerns. Tax updates and labor market shifts also caught attention, highlighting evolving economic and workforce dynamics. Let’s dive in! Over the next two weeks, […]
SFM Market Commentary: 12/19/25
In the last two weeks, the Federal Reserve cut interest rates for the third time, signaling ongoing economic adjustments amid mixed inflation data. Meanwhile, housing prices dropped for the first time in over two years and labor market indicators showed slight shifts, reflecting a complex US economic landscape. Let’s dive in! Over the next two […]
SFM Market Commentary: 1/2/26
In the last two weeks, markets showed their strength as the S&P 500 hit a record close, and the economy followed suit, with Q3 GDP growth beating estimates. Key economic indicators such as inflation and gas prices also helped shape the broader economic picture. Let’s dive in! Over the next two weeks, investors will closely […]
SFM Market Commentary: 1/16/26
In the last two weeks, the S&P 500 reached record highs fueled by strong performances in chipmakers and mortgage lenders amid optimism from recent Fed rate cuts and policy signals. Geopolitical tensions escalated with the U.S. capture of Venezuelan leader Nicolás Maduro, adding complexity to global oil markets and commodity rallies. Let’s dive in! Over […]
SFM Market Commentary: 1/30/26
In the last two weeks, key economic data showed the Federal Reserve’s preferred inflation gauge at 2.8%, signaling persistent inflationary pressures above target while consumer spending and economic growth demonstrated solid momentum. Meanwhile, significant geopolitical and policy developments have emerged, including a major US-Taiwan trade agreement and new legislative proposals to secure critical minerals. Let’s […]
SFM Market Commentary: 2/13/26
In the last two weeks, the tech sector experienced significant turbulence as AI-driven disruption fears led to sharp declines in stocks heavily exposed to private credit, while the Federal Reserve held interest rates steady at 3.5%-3.75%. Geopolitical developments also unfolded, with initial U.S.-Iran nuclear talks and strategic moves to reduce dependence on critical minerals from […]
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 […]
SFM Market Commentary: 3/27/26
In the last two weeks, US economic data showed mixed signals with rising producer inflation and unexpected jobless claims declines amid the backdrop of escalating tensions in the Iran war. The Federal Reserve held interest rates steady, though one policymaker signaled a potential hike, reflecting uncertainty fueled by geopolitical risks. Let’s dive in! Over the […]
SFM Market Commentary: 4/10/26
In the last two weeks, the Federal Reserve signaled a patient approach to policy despite inflation pressures tied to the Iran conflict and disruptions in the Strait of Hormuz. Meanwhile, mortgage rates hit recent highs, slowing housing demand as consumer sentiment declined. Let’s dive in! Over the next two weeks, attention will turn to upcoming […]