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Core inflationary pressures continue to grow as the impact of tariffs ripple their way through the economy.
Consumer prices for all urban consumers rose by 0.3% in the eighth month of 2025, which is triple the 0.1% gain that is average for the month of August.
We provide further insight a
09.11.2025| Timing The Market | Tech Talk
The surge in Oracle is benefiting our allocation in Software stocks at this seasonally strong time of year, but a rotation ahead may be warranted as the market nears its risk-on timeframe.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for informat
09.10.2025| On This Day | Tech Talk
A fuel source that has worked to elevate the prices of risk assets (stocks) is starting to flash an empty signal.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purposes only and should not be considered as advice to purchase or to
09.9.2025| On This Day | Tech Talk
We are certainly not being penalized by having a fixed income focus in portfolios during this period of seasonal volatility for stocks.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purposes only and should not be considered as adv
09.8.2025| On This Day | Tech Talk
Further evidence of economic degradation presses the need for fixed income exposure in portfolios.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purposes only and should not be considered as advice to purchase or to sell mentioned
09.6.2025| On This Day | Tech Talk
A degradation in the labor market is becoming increasingly evident as private payrolls abnormally decline in August now that the pre-tariff front-running from July has ended.
Payrolls grew by 200,000, or 0.13% (NSA), in August, which is the weakest August performance in a decade. The av
09.5.2025| Timing The Market | Tech Talk
The shallower than average decline in initial jobless claims over the past month suggests a weaker than average change in payrolls for August.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purposes only and should not be considered
09.4.2025| On This Day | Tech Talk
Google's ruling shines an ever-glowing light on Communications Services sector exposure in portfolios.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purposes only and should not be considered as advice to purchase or to sell mentio
09.3.2025| On This Day | Tech Talk