by Davis Finke | Oct 2, 2026 | Market Commentary
Author: Davis Finke, CFA This week was headlined by a heavy slate of economic data covering growth, inflation, and employment, with the overall mix shifting expectations for Federal Reserve policy. On Wednesday, the Bureau of Economic Analysis revised second-quarter...
by Davis Finke | Sep 18, 2026 | Market Commentary
Author: Davis Finke, CFA On Wednesday, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis points to a range of 3.75%-4.00%, marking the first rate hike since July 2023. The move was widely expected, as Chair Warsh has...
by Davis Finke | Sep 11, 2026 | Market Commentary
Author: Davis Finke, CFA Friday’s consumer price index (CPI) report for August confirmed that inflationary pressures remain uncomfortably high. Headline CPI rose 0.4% for the month and 3.4% year-over-year, both in line with expectations. Core CPI, which excludes food...
by Davis Finke | Sep 4, 2026 | Market Commentary
Author: Davis Finke, CFA Following Fed Chair Kevin Warsh’s comments last week that the Fed views labor-market conditions as consistent with full employment, investors received a slew of employment data this week. The most anticipated release was Friday’s nonfarm...
by Davis Finke | Aug 28, 2026 | Market Commentary
Author: Davis Finke, CFA Equity markets posted a strong week following better-than-expected results from NVIDIA and other companies in the technology sector. NVIDIA, the largest AI chipmaker in the world, reported second-quarter results well above expectations, with...
