Equities and Bonds Post One of Their Best Summers in Recent History

Published on August 26, 2025

Don’t Worry, Be Happy! Heading into summer, markets faced a wave of uncertainty—from shifting tariffs and debt ceiling debates to questions around the fate of the ‘Big, Beautiful Bill.’

Continue reading on website
Other news

Powell Pivot Clears Path for Rate Cuts

August 26, 2025
Chair Powell’s speech at Jackson Hole was a proper and long overdue pivot—and the markets immediately rejoiced. This was the dovish signal investors had been hoping for, and even stronger than I expected Powell to deliver.

Nvidia Earnings Ahead with China, AI Spend in Focus

August 26, 2025
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.