Tactical Rules Remain in Risk-On Mode

Published on August 19, 2025

Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.

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Inflation: The Heat Is On?

August 19, 2025
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.

US Department of Labor announces joint strategy targeting forced labor in China to protect American workers

August 19, 2025
WASHINGTON – The Forced Labor Enforcement Task Force, led by the U.S. Department of Homeland Security with interagency partners including the U.S. Department of Labor, today announced a new strategy to strengthen enforcement of the Uyghur Forced Labor Prevention Act and prevent goods made with forced labor in China from reaching American shores.This updated 2025 UFLPA enforcement strategy is part