Posts

• Stock Market Outlook for September 12, 2025
  

  While investors are embracing the increased probability of Fed rate cuts ahead, cutting cycles coinciding with rising unemployment have traditionally been equity market negative.

• US Consumer Price Index for August
  

  Core inflationary pressures continue to grow as the impact of tariffs ripple their way through the economy.

• Stock Market Outlook for September 11, 2025
  

  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.

• Stock Market Outlook for September 10, 2025
  

  A fuel source that has worked to elevate the prices of risk assets (stocks) is starting to flash an empty signal.

• Stock Market Outlook for September 9, 2025
  

  We are certainly not being penalized by having a fixed income focus in portfolios during this period of seasonal volatility for stocks.

Disclaimer:

Jon Vialoux is a registered Associate Portfolio Manager at CastleMoore Inc. Comments and opinions offered in this website are for information only. They should not be considered as advice to purchase or to sell mentioned securities. Data offered in this report is believed to be accurate, but is not guaranteed.

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