Equities Rally, Loans Deteriorating
Jul 25 2025

The S&P 500 has been on another tear in recent weeks, hitting 10 new all-time highs in the last 19 trading sessions.

By: John Kirby
CPI Flattens, Equities Do Not
Jul 18 2025

This week’s CPI report showed inflation may be starting to bite consumers. Prices on apparel, household furnishings and recreation commodities unexpectedly increased in June.

By: John Kirby
Tariff Turmoil Returns...Just Not for Markets
Jul 11 2025

The week began with markets bracing for volatility ahead of the Trump administration’s self-imposed July 9 deadline for U.S. trading partners to agree to bilateral trade deals. 

By: John Kirby