Weekly Market Commentary 8-25-2025

Weekly Market Commentary 8-25-2025

Jackson Hole Economic Symposium
See what we have to say about the following: 

 

 

 

  • Jackson Hole Economic Symposium
    Powell’s remarks at Jackson Hole confirmed likely September rate cuts, boosting equities and lowering yields amid easing inflation risks.

 

  • Monetary Mayhem at the Federal Reserve
    Leadership changes and internal dissent at the Fed have heightened uncertainty as markets now expect two rate cuts in 2025.

 

  • Balance Sheet Normalization and Fixed Income Outlook
    The Fed continues quantitative tightening while historical trends suggest limited further yield declines despite anticipated cuts.

 

  • STAAC Commentary on Asset Allocation
    STAAC remains neutral on equities and duration, favoring growth, large caps, and mortgage-backed securities over corporates.
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Created Date: 08-25-2025
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