June 12th, 2025: Weekly Market Review
1. The U.S. labor market in May 2025, as reported by the Bureau of Labor Statistics (BLS), shows signs of a deeper slowdown than headline figures suggest, with the establishment survey reporting a modest 139,000 nonfarm payroll increase (near the 12-month [...]
June 6th, 2025: Weekly Market Review
1. As of May 2025, the Federal Reserve, under Jerome Powell, maintains U.S. interest rates at 4.25%–4.5%, despite the Bank of England’s plans to cut rates from 4.5% and the Eurozone’s lower rates at 3.25%. I urge the Fed to restart [...]
May 30th, 2025: Weekly Market Review
1. The Federal Reserve’s current federal funds rate, as of May 2025, stands at 4.25% to 4.50%, and the neutral rate is estimated to be around 2.9% to 3.5% based on economic projections. To reach this neutral zone, the Fed would [...]
May 22nd, 2025: Weekly Market Review
1. It’s a quiet week of economic data before Memorial Day, but Moody’s downgraded U.S. debt from Aaa to Aa1 over the weekend (on 5/16/25), following S&P (2011) and Fitch (2023), citing $36.2 trillion debt (125% of GDP) and 9% deficits [...]
May 15th, 2025: Weekly Market Review
1. This week’s economic data, led by the April 2025 Consumer Price Index (CPI) report, indicated cooling inflation, with headline CPI rising 2.3% year-over-year, down from 2.4% in March, the lowest since February 2021. The Bureau of Labor Statistics reported a 0.2% [...]
May 9th, 2025: Weekly Market Review
1. This week’s economic data painted a mixed picture of resilience and uncertainty, with the Federal Reserve’s Federal Open Market Committee (FOMC) meeting on May 6–7, 2025, serving as the focal point. As widely anticipated, the Fed maintained its benchmark interest [...]