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Filtered by Tag: 2025
Quarterly insights
Q4 2025: Market View Quarterly
Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.
Jan 05, 2026
Podcast
Weekly Market Impact: Dec. 22, 2025
This week, Phil has special guests Aidan Redmond and Fred Boy from the Ladenburg Research Team to discuss their 2025 hot topics along with Phil’s latest insights on inflation data.
Dec 22, 2025
Weekly insights
Market View: Week of Dec. 12, 2025
Preliminary data indicates that consumer spending remains resilient; however, with the latest retail sales report reflecting October activity, a seasonal slowdown may emerge in the interim period between back-to-school purchases and the start of holiday spending.
Dec 12, 2025
Weekly insights
Market View: Week of Dec. 5, 2025
ISM manufacturing and services largely confirmed a trend that was established coming out of the pandemic: consumers continue to spend on services, which has in turn fueled economic growth. However, their lack of aggregate spending on goods has weakened sentiment on the manufacturing side of the economy.
Dec 05, 2025
Monthly insights
The Bird That Beat Inflation
The broadest inflation measure, the Consumer Price Index (CPI), has a category for the cost of food prepared at home, which has risen 2.7% versus one year ago. In spite of this, the cost of a Thanksgiving meal, when including seasonal discounts from retailers, has fallen.
Nov 20, 2025
Quarterly insights
Q3 2025: Market View Quarterly
The U.S. economy remained resilient in the third quarter of 2025 despite several headwinds. U.S. equities held firm, buoyed by improved trade conditions and steady investor sentiment. Overall, the quarter highlighted an economy that remains steady and adaptable in the face of evolving risks.
Oct 01, 2025
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