This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:
Weekly Market Update, May 27, 2025
Home sales were mixed; new home sales rose sharply but existing home sales continued to slow. Purchasing manager confidence rose in the services and manufacturing segments of the economy. • U.S. equities declined as investors digested the Moody’s Ratings downgrade and the proposed “big, beautiful bill.” The long end of the Treasury yield curve rose amid questions over long-term inflation.
Click here to read the full weekly market report published May 27, 2025.
Weekly Market Update, May 19, 2025
Consumer and producer prices cooled more than expected in April. Although retail sales were slightly better than expected, growth was notably slower than the previous month. U.S. equities rallied heavily after a pause and reduction of U.S. and China reciprocal tariffs. The Treasury yield curve moved slightly higher as future growth expectations rose.
Click here to read the full weekly market report published May 19, 2025.
Weekly Market Update, May 12, 2025
The Fed left rates unchanged as it continued to preach data dependence. Despite the widening U.S. deficit, wholesale inventories rose less than expected due to lower inventories in certain sectors. Equities moved slightly lower, reversing some of the recent strong rally. The Treasury yield curve moved slightly higher across the curve as the Fed held rates steady.
Click here to read the full weekly market report published May 12, 2025.
Weekly Market Update, May 5, 2025
In April, consumer confidence dipped lower than expected as consumers expressed concern about job availability and income levels. Personal spending and job growth beat expectations in March. Equities moved higher on earnings, a solid jobs report, and easing trade tensions. The Treasury yield curve lifted, with yields rising 6–8 bps.
Click here to read the full weekly market report published May 5, 2025.
Month-End Market Update, April 30, 2025
Quick Highlights:
1. Mixed Month for Markets – Equities faced a challenging month in April.
2. Bonds Rise as Interest Rates Fall – Falling long-term interest rates supported bonds.
3. Trade Uncertainty Impacts Markets – Shifting trade policies caused market volatility.
4. Solid Economic Backdrop – The economic updates were broadly supportive in April.
5. Risks Ahead – Investors should prepare for potential risks ahead.
6. Positive Outlook Despite Policy Uncertainty – We believe the most likely path forward is for long-term market appreciation and economic growth.
Click here to read the full quarterly market report published April 30, 2025.