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market briefings
📈 Weekly Market Recap and Preview - August 25, 2025
Powell Opens the Door, Positioning Still Light
Aug 26, 2025
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📈 Weekly Market Recap and Preview - August 18, 2025
Grinding Higher into Jackson Hole: Liquidity Rich, Leadership Narrow
Aug 18, 2025
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📈 Weekly Market Recap and Preview - August 11, 2025
Reset, not regime change - volatility cools, real yields sticky, USD firm; September cut base case; alpha > beta.
Aug 11, 2025
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📈 Weekly Market Recap and Preview - August 04, 2025
Markets Flinch as Revisions Bite: The Fed Gets Cover, Tariffs Get Real, and Volatility Returns
Aug 4, 2025
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📈 Weekly Market Recap and Preview - July 28, 2025
Earnings Soar, Tariffs Loom: Navigating a Market Balancing Resilient Services, Fragile Goods, and Key Macro Triggers
Jul 28, 2025
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📈 Weekly Market Recap and Preview - July 21, 2025
Tariff Inflation & Liquidity Chess
Jul 22, 2025
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📈 Weekly Market Recap and Preview - July 13, 2025
US Bank earnings in focus this week.
Jul 14, 2025
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📈 Weekly Market Recap and Preview – June 30, 2025
Markets surged to record highs despite tariff threats and geopolitical tension. A packed macro week lies ahead.
Jun 30, 2025
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