This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:
Weekly Market Update, June 16, 2025
Inflation eased in May, with CPI and PPI both below expectations. Core readings slowed, and 1-year inflation expectations fell to 3.2 percent, reinforcing disinflation trends. Consumer sentiment rose sharply in June; the University of Michigan survey reached 60.5, boosted by softer inflation and improved economic outlooks. U.S. equities fell as Israel-Iran tensions sparked a late-week sell-off, offsetting gains from cooler inflation and strong tech earnings. Treasuries rallied on safe-haven demand and soft CPI/PPI reports, reviving hopes for Fed rate cuts despite geopolitical uncertainty.
Click here to read the full weekly market report published June 16, 2025.
Weekly Market Update, June 9, 2025
Although manufacturing was stronger than expected, services slipped into contractionary territory last month. The jobs report was stronger than expected despite a weak ADP employment report. U.S. equities climbed as AI optimism, trade progress, and cyclical outperformance outweighed Tesla weakness and fiscal policy uncertainty. Treasuries sold off as strong payrolls, firm wage growth, and hawkish ECB commentary tempered Fed rate cut expectations.
Click here to read the full weekly market report published June 9, 2025.
Month-End Market Update, May 31, 2025
Quick Highlights:
1. Beyond the Headlines – Stocks Bounce Back in May – Markets rallied as trade tensions cooled and earnings beat expectations.
2. Bonds Struggle as Interest Rates Rise – Rising interest rates weighed on bonds, but high-yield held up.
3. Economic Data Shows Continued Strength – Job growth, spending growth, and slowing inflation supported the outlook.
4. Risks Still on the Horizon – Policy shifts and global conflicts could stir future volatility.
Click here to read the full quarterly market report published May 31, 2025.