Weak U.S. Jobs Report and Revisions Introduce Fed and Market Risks

Published on August 6, 2025

A sharp shift in Fed expectations may trigger bond-market volatility while concerns about the economy may impact equities.

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QuantStreet August 2025 Letter: Cracks Starting to Show

August 6, 2025
Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.

The Federal Reserve is Balancing a Split Economy

August 6, 2025
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.