This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:
Weekly Market Update, March 24, 2025
Retail sales and home builder sentiment were lower than expected last month. The recent flight to safety in bonds has provided support for the housing market via lower mortgage rates. Fewer international trade negotiations, along with blackout periods for the Fed and equities, led to lighter volatility. The front of the Treasury curve continued to invert as the back of the curve steepened.
Click here to read the full weekly market report published March 24, 2025.
Weekly Market Update, March 17, 2025
Tariff headlines continued to grip international markets; all three major U.S. stock indices were down more than 2 percent. Despite the volatility in equities, the yield curve was relatively unchanged from the previous week. Inflation, as measured by CPI and PPI, was lighter than expected last month. Small business and consumer confidence was a bit lower than expected.
Click here to read the full weekly market report published March 17, 2025.
Weekly Market Update, March 10, 2025
Service sector confidence was better than expected last month, whereas manufacturing was a bit light. Although employment was slightly lower than expected, it exceeded January’s figure. Economic softening and tariff volatility led U.S. equities lower. The bond market seems to have increased its expectations for cuts in 2025.
Click here to read the full weekly market report published March 10, 2025.
Weekly Market Update, March 3, 2025
Confidence fell sharply as consumers showed concern about the short-term outlook for income, the business environment, and the labor market. Consumers saved more in January, with personal income rising 0.9 percent; however, personal spending dropped 0.2 percent. Technology stocks led the market lower on concerns about short-term growth. These concerns also filtered through the bond market, which saw notable buying in short-to-intermediate-term yields.
Click here to read the full weekly market report published March 3, 2025.
Month-End Market Update, February 28, 2025
Quick Highlights:
1. Challenging Month for Markets — February was a challenging month for U.S. stocks.
2. Bonds Continue to Rise — Falling interest rates supported bond returns in February.
3. Solid Economic Backdrop — The economic updates showed signs of healthy growth for now.
4. Risks to Monitor — Markets face a variety of risks in the months ahead.
5. Cautiously Optimistic Outlook — We believe the most likely path forward is for continued market appreciation and economic growth.
Click here to read the full monthly market report published February 28, 2025.