September 29 – October 3 General Summary: Markets faced mixed signals last week, balancing political uncertainty in the U.S., inflationary […]
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.
Key Market Moves | Weekly Summary
S&P 500 Earnings Outlook — 3Q 2025
The S&P 500 shows resilience heading into 3Q 2025, with reasonable earnings growth expectations despite a challenging macroeconomic backdrop. Below […]
Global Economic Outlook: Mixed Signals and Upward Revision
September 22–26 General Summary: In an environment marked by monetary uncertainty and resilient consumption, the latest data and comments from […]
Central Banks Set the Tone for the Week
Week: September 15–19 Recent economic data and monetary policy decisions highlight diverging dynamics in the global landscape. From the Fed’s […]
Fed cuts rates for the first time in 2025, cautious outlook
The Federal Reserve lowered its benchmark rate to a 4.00%–4.25% range, in line with expectations. The decision was nearly unanimous, […]
Market Outlook and Positioning
September 2025 The stability of inflation and weakness in employment have raised expectations for a more accommodative monetary environment. Combined […]
