This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:
Month-End Market Update, July 31, 2025
Quick Highlights:
1. Beyond the Headlines: Stocks Continued to Climb in July
2. Trade Progress Helped Support Markets
3. Economic Data Remains Strong
4. Risks Still on the Radar
Click here to read the full monthly market report published July 31, 2025.
Weekly Market Update, July 28, 2025
Existing home sales showed there are limits to what homebuyers are willing to pay in an environment of high prices and elevated interest rates. The volatility of durable goods orders has been affected by businesses looking to get ahead of tariffs. Equities continued to reach new highs on the back of solid earnings, but questions remain as to whether firms will have enough growth to support high valuations. There’s been little movement in interest rates as investors digest the many policy actions over the past few months and the Fed awaits additional economic data.
Click here to read the full weekly market report published July 28, 2025.
Weekly Market Update, July 21, 2025
A slightly stronger-than-expected inflation reading likely delayed Fed rate cuts until later this year as the central bank awaits more evidence of softening inflation. Positive news from retail sales and consumer sentiment provide a positive backdrop for continued economic growth. Equities continued to see positive results, driven largely by big tech. After a solid start to 2025 for value companies, growth has seen significant outperformance in the second and third quarters. With the recent inflation report, interest rate cuts are likely to be pushed out until the end of the year.
Click here to read the full weekly market report published July 21, 2025.
Weekly Market Update, July 14, 2025
FOMC meeting minutes showed signs of mixed outlooks on when to begin rate cuts. Small business optimism, consumer credit, and wholesale inventories surprised to the downside. Equities were mixed. Investors took profits following record highs, with strength in cyclicals offset by weakness in rate-sensitive and defensive sectors ahead of key inflation data. Treasuries sold off with a bear steepening curve on mixed FOMC meeting minutes and the additional passage of fiscal stimulus via tax cuts.
Click here to read the full weekly market report published July 14, 2025.