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Explore June 2025 market trends with Noah Brooks and Chris Needs. From AI’s energy demands to rate cuts, housing pressure, and Europe’s rise—get insight on what’s powering today’s economic cycle.
Markets pulled back last week as trade tensions flared and tech stocks slumped. Despite losses in all 11 S&P sectors, international equities outperformed. Get insights on key economic data, sector trends, and market drivers in this week’s market commentary.
Market volatility spikes as tariffs trigger recession fears and a reassessment of inflation and profit expectations. This week, all eyes are on key economic data: Consumer Credit, CPI, and PPI.
This week we get data on Retail Sales, Industrial Production and Capacity Utilization, Housing Starts, and Existing Home Sales.
Week 24 Talking Points: From Risk-On to Risk-Off