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Showing posts from September, 2025

Market and Politics Report- Mid-September 2025

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Market and Politics Report- Mid-September 2025  A surprisingly busy start to the month of September. From unfortunate news in politics to news on the upcoming Fed meeting, you won't want to miss this one. On September 10, 2025, a gunman shot and killed talk show host and political activist Charlie Kirk at Utah Valley University. Kirk had just begun another tour on the road for September when he was fatally shot. The gunman, identified as Tyler Robinson, faces multiple charges, with the most prominent one being aggravated murder. While the court proceedings get started, the nation is left to grieve over the loss of one of the most prolific and influential orators of this generation, and a significant force in conservative politics. Within the last week, news has arisen that the US and China are closing in on a trade deal, with a due date of November 2025. This comes as China likely wants to seek an end to President Trump's reciprocal tariffs. Since April 2, 2025, China has faced...

Market and Politics Report- End-August 2025

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Market and Politics Report- End-August 2025  In this article, we will discuss and debrief on the second half of August. From developments with the Fed to movements in markets, the end of August was packed with events to shape our near and distant future. From August 21-23, Fed Chair Jerome Powell, along with many economists from around the world, met at Jackson Hole in Wyoming to discuss the Labor Market, Macroeconomics, and other topics as well. The outcome of this annual meeting was that Powell acknowledged the slowing of the labor market and a generally lower inflation rate, prompting him to hint at a rate cut in the near future. This news boosted markets and likely eased tensions between the Trump Administration and Powell. Since Trump and Powell have clashed with the Fed's decisions regarding monetary policy, including keeping rates steady, a hint at a rate cut likely aligns with Trump's vision for the Fed's policy, thereby resolving the conflict between the two. It wi...