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Key Events:  Data continued to signal a rate cut 

August Review – Powell Pivot in Jackson Hole Signals Potential Path to Lower Rates

At this year’s Jackson Hole Symposium, Fed Chair Jerome Powell...

Key Events:  Powell provides a path to lower rates 

Key Events: Tim Cook visits the White House

Key Events: Tariff threats renewed with extension

June Review –  New Highs Culminate First Half 

April showers brought May flowers and the recovery tune continued playing through June. By the end of...

Key Events: US strikes Iran while Fed stays on hold

Key Events:  Mixed Jobs Data Implies ‘Perfect Miss’ 

Key Events: Long-term bond yields rose above 5%

Key Events: One Trade Pact, More to Come