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 |
Last Updated Date: | 08-25-2025 |