Posts

• Stock Market Outlook for July 18, 2025
  

  How to position around the trends of Retail Sales.

• US Retail Sales for June
  

  As was highlighted in our report on Vehicle Sales for June, consumers were seen pulling back on spending last month as the burden that has been imposed as a result of tariffs and the high cost of borrowing takes a bite. 

• Stock Market Outlook for July 17, 2025
  

  How to position portfolios surrounding the trends of industrial production.

• US Industrial Production for June
  

  The strength in industrial production continues to fade from the upbeat pace recorded this spring amidst tariff front-running, but there remains areas that are flourishing that require focus in portfolios.

• Stock Market Outlook for July 16, 2025
  

  How to position around June’s Consumer Price Index (CPI) report.

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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