Lauren Madera

Trading the Summer Surge

August 24, 2025

Investors weigh record highs, Fed policy signals, and international equity outperformance trends.

Earnings Power Market Momentum Despite Economic Headwinds

August 17, 2025

Strong Q2 earnings offset concerns about rising tariffs and economic uncertainty.

From Jobs Shock to Stock Soar

August 10, 2025

Markets surge this week despite July jobs shock as investors bet on Fed rate cuts.

Markets Stumble as Fed Policy Tensions Overshadow Earnings Resilience

August 3, 2025

Stocks decline as Federal Reserve policy tensions and trade uncertainties override strong corporate earnings in volatile trading week.

Earnings Surprises Drive Market Optimism

July 27, 2025

Stocks gain broadly as Q2 earnings exceed expectations.

Tech Leads Modest Market Gains as Fed Chair Succession Takes Shape

July 20, 2025

Tech stocks drive modest gains while Fed leadership uncertainty signals potential policy shift ahead.

Tax Changes & Debt Concerns

July 13, 2025

U.S. stocks dip modestly as investors weigh new tax legislation benefits against mounting federal debt concerns.

More Conflict, Seemingly Less Market Concern

June 29, 2025

U.S. stocks surge over 3% as markets distinguish temporary shocks from fundamental threats to global commerce.

Fed Holds Steady Amid Economic Crosscurrents

June 22, 2025

Fed maintains rates at 4.25%-4.50% as mixed economic signals create a “Yeah But” economy. In other words, positive indicators come with persistent caveats and uncertainty.

Rally Interrupted

June 15, 2025

Markets retreat modestly this week but historical analysis shows remarkable resilience during geopolitical uncertainty.