September 8–12 U.S. inflation came in above expectations, but declines in producer prices and weak employment data reinforced expectations of […]
Insights AWM
We share market analysis, economic outlooks, and insights on relevant financial topics prepared by our Investment Committee. This material is intended for informational purposes only and does not represent the views of any individual advisor.
Inflation, Employment, and Fiscal Adjustments in Focus
Mixed data and signals of rate cuts
Week: September 2-5 Markets remain attentive to mixed signals on inflation, trade, and monetary policy. In a week marked by […]
2Q25 earnings season: strong results, underlying risks
The second-quarter earnings season closed with results better than expected. 81% of S&P 500 companies beat estimates, with aggregate annual […]
Markets Repositioned: Tariff Impacts and Mixed Data
Week: August 25–29 Global markets reacted this week to renewed trade tensions, macroeconomic revisions, and political moves that increased uncertainty […]
Markets on pause, expectations in motion
Week of August 18–22 The third week of August was marked by a modest flow of economic data, yet key […]
Market eyes Jackson Hole amid mixed inflation data.
The U.S. inflation report for July showed mixed signals. Headline CPI held steady at 2.7% year-over-year, while core inflation rose […]
