Market Roadmap / Insights (07/22/2025)
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Performance
Market Roadmap / Insights (07/16/2025)
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CPI Outlook – (07/14/2025)
In last month’s CPI release, I had predicted both headline and core CPI coming in right at expectation or very slightly under (0.1% under) YoY. Headline CPI came in at 2.4% (my expectation was 2.3/2.4%) and core CPI came in at 2.8% (even cooler than my prediction of 2.9%). Overall, leading metrics were pretty close
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Market Roadmap / Insights (07/13/2025)
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Market Roadmap / Insights (07/08/2025)
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Market Roadmap / Insights (07/02/2025)
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Market Roadmap / Insights (06/27/2025)
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Market Roadmap / Insights (06/24/2025)
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Market Roadmap / Insights (06/21/2025)
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Market Roadmap / Insights (06/18/2025)
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