From the desks of Stanley Katz & Lauren Madera
“LIFE IS ABOUT USING THE WHOLE BOX OF CRAYONS.” HAPPY NATIONAL COLORING DAY!
The three major U.S. stock market indices posted solid gains this week (i.e., DJIA: +0.95%, S&P 500: +1.59%, Nasdaq: +2.03%), with tech stocks leading the charge as investors positioned themselves ahead of expected Federal Reserve policy shifts. Goldman Sachs’ latest economic analysis confirms growing confidence in monetary easing, noting that recent employment data has “solidified the case for a 25bp cut at next week’s FOMC meeting and brought market pricing closer to our forecast of consecutive cuts at the remaining 2025 meetings.” The firm maintains its baseline forecast that the economy will gradually reaccelerate toward potential in 2026 as tariff-related drags abate and financial conditions remain accommodative.
J.P. Morgan’s analysis underscores the breadth of paths the global economy may take in the months ahead. Although peak uncertainty may have passed, investors continue grappling with fundamental questions spanning Federal Reserve policy, tariff impacts, and labor market dynamics to name a few. The firm outlines four distinct scenarios that could unfold:
– “Full steam ahead:” Accelerating growth driven by strong momentum.
– “Steady as she grows:” Slow but stable expansion.
– “Rough waters:” Potential recession.
– “Inflation unanchored:” Stagflationary environment.
Each scenario carries different implications for asset allocation and risk management. J.P. Morgan’s framework provides investors with a structured approach to evaluate whether their economic forecasts align with their portfolio positioning. Click the link below for details!
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
Goldman Sachs Asset Management:
J.P. Morgan Asset Management:
Columbia Threadneedle:
Capital Group:
Zacks:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
Source for weekly stock market returns: Barron’s.
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