Data Dependency Takes Center Stage

Published on August 22, 2025

Resilient data continues to fuel market momentum, but policy risks and global fragility remain close behind.

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Steeper Curves Ahead

August 22, 2025
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.

The Stock Market’s Berkshire Problem

August 22, 2025
Investors have talked a lot about the Buffett indicator since the Oracle of Omaha began commenting on it. Buffett compared the market cap of the US stock market to GDP.