by David Wagner | Aug 5, 2025 | Blog, Market Updates
Market Recap – July 2025: July was a great month for risk assets. Historically speaking, when July is a good performance month, it tends to be a strong signal for the remaining part of the year. But, even with a strong month, investors will likely be focusing on the...
by David Wagner | Aug 4, 2025 | Blog, Market Updates
I’m a big believer that in this market, whatever narrative you go looking for, you’ll find it. It’s very rare to find data that is always one-sided and not conflicting. And that’s the exact scenario that we are currently in –...
by David Wagner | Jul 11, 2025 | Blog, Market Updates
Personally, I feel like tariffs have already started to take a back seat to: 1) Q2 2025 S&P 500 Earnings (i.e., resiliency of corporate America), and 2) Labor Markets / Non-Farm Payrolls (i.e., when labor markets are strong, so is consumer spending). I believe...
by David Wagner | Jun 2, 2025 | Blog, Market Updates
Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...
by David Wagner | May 30, 2025 | Blog, Market Updates
I hope that everyone had a great Memorial Day Weekend! We’ll start with two newsworthy pieces: 1. Now that the “One, Big Beautiful Bill” has passed the House and is on its way to the Senate, I’ll start shifting some Musing focus over the...
