The inflation headlines drove stock prices mainly because of their effect on the expectations for how much and when the Federal Reserve will be setting interest rates through the end of 2025.

In June, eurozone exports dropped by 2.4% month-on-month and on the year were up by 0.4%.

With markets still hovering near record highs, the coming week’s data will test whether momentum can continue into late summer.

The US Dollar's recovery against the Yen has lost steam at 148.50, with all eyes on Ukraine's summit.

U.S. import prices rebound in July on higher, driven by increases in consumer goods costs. 

The Pound Sterling (GBP) trades in a tight range around 1.3550 against the US Dollar (USD).

President Trump and others in his administration have been pushing for lower interest rates for months – one wonders what they’re worried about – and are doing and saying anything to get them.

Oil prices have fallen more than 10% this month, also pressured by concerns about the economic impact of Trump’s tariffs and rising OPEC+ supply.

Despite profitability challenges, strong momentum and governance reforms boosted LYFT’s 46% one-year return.

The Russell 2000 (IWM​​​​​​​) remains the laggard on the weekly timeframe. However, it does now enjoy a net bullish technical picture.

Despite the risk to earnings and valuations, July’s inflation data triggered an immediate rally in U.S. equities, with near record highs. The logic is straightforward: stable headline inflation increased the likelihood of near-term rate cuts,

This shuffling of sentiment and inflation expectations reflects a still-queasy attitude about tariffs.

NXPI and INTC, both constituents in our Integrated Device Manufacturers Portfolio, surged during the week ending August 15th.

Anchorage was a small breakthrough — just enough to dress the table, not enough to feed the room.

Sunrun Inc. stock soared 32.82% to $13.92 on Friday, Aug. 15, 2025, after reporting impressive Q2 results that surpassed Wall Street estimates. After hours, shares edged slightly higher to around $13.98.

​​​​​​​Wall Street exists to sell us its products. And right now, retail investors are so greedy that they're buying whatever they can get their hands on. Lance Roberts and I discuss this in our weekly video.

​​​​​​​Pressure on Jerome Powell and the Federal Reserve continues to mount as both Wall Street and the White House demand more easy money to keep asset price inflation accelerating ever upward.

Technical analysis points to more Dow Jones gains.

While the dividend yield stands out, investors should look beyond the yield and analyze the underlying companies on other metrics.

Inflation remains by far the more prominent of concerns among the public.