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While investors are embracing the increased probability of Fed rate cuts ahead, cutting cycles coinciding with rising unemployment have traditionally been equity market negative.
Real Time Economic Calendar provided by Investing.com.
*** Stocks highlighted are for information purpos
09.11.2025| On This Day | Tech Talk
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