Evening Briefs

Momentum, High-Beta Stocks Have Dominated 2025 Performance — Evening Brief – 08.27.25 

By Joe Palmisano | August 27, 2025 Equity markets in 2025 continue to advance despite headwinds ranging from tariffs to geopolitical u...Read more

Trump’s Firing of Fed Governor Cook Sparks Clash Over Central Bank Independence — Evening Brief – 08.26.25  

By Joe Palmisano | August 26, 2025 The drama at the Federal Reserve intensified after President Trump announced the firing of Governor...Read more

U.S. New Home Sales Slip in July as Incentives Surge, Prices Fall — Evening Brief – 08.25.25  

By Joe Palmisano | August 25, 2025 U.S. new home sales edged lower in July, slipping 0.5% to a seasonally adjusted annual rate of 652,...Read more

Fed Chair Powell Opens Door to September Rate Cut at Jackson Hole — Evening Brief – 08.22.25  

By Joe Palmisano | August 22, 2025 Federal Reserve Chair Jerome Powell used his Jackson Hole address to signal a potential interest ra...Read more

U.S. Existing Home Sales Edge Higher in July, But Remain Stuck at Historic Lows — Evening Brief – 08.21.25  

By Joe Palmisano | August 21, 2025 U.S. existing home sales climbed 2.0% month-over-month in July to a seasonally adjusted annual rate...Read more

FOMC Minutes Highlight Tensions Between Neutral Policy and Inflation Fears  — Evening Brief – 08.20.25  

By Joe Palmisano | August 20, 2025 The FOMC minutes from the July 29-30 meeting suggest a committee wrestling with conflicting signals...Read more

U.S. Housing Starts Rebound in July, But Declining Permits Signal Caution Ahead — Evening Brief – 08.19.25  

By Joe Palmisano | August 19, 2025 U.S. housing starts posted a stronger-than-expected rebound in July, rising 5.2% month-over-month t...Read more

Fed Faces Balancing Act as Jackson Hole Meeting Looms — Evening Brief – 08.18.25  

By Joe Palmisano | August 18, 2025 The Fed heads into its annual conference in Jackson Hole, Wyoming later this week with the market b...Read more

Hedge Funds Extend Winning Streak as Event-Driven, Equity Strategies Outperform — Evening Brief – 08.15.25 

By Joe Palmisano | August 15, 2025 Hedge funds carried their first-half momentum into July, posting a modest gain as event-driven and ...Read more

July PPI Surge Signals Renewed Inflation Pressures, Threatening Rate-Cut Outlook — Evening Brief – 08.14.25  

By Joe Palmisano | August 14, 2025 July’s Producer Price Index (PPI) delivered a sharp upside surprise, reinforcing concerns that in...Read more