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 Shauna Newton | Sep 25, 2026 | Market Commentary
Author: Davis Finke, CFA Diplomacy was in the spotlight this week, with the United Nations General Assembly taking place in New York City and Chinese President Xi Jinping making his first trip to the United States since 2023. The UN General Assembly brought together...
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...
