Weekly Market Commentary (9/19): Looking Through the Noise of the Fed's Resumed Rate Cuts
Автор: Main Management
Загружено: 2025-09-22
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This week’s Market Note with Alex Varner (Head of Research) and James Maxwell (VP of Research) covers:
• Markets: The S&P 500 is up 13% YTD, led by Tech and Comm Services, while Health Care slipped negative YTD. Commodities and fixed income lagged.
• Fed: The FOMC cut 25 bps, signaling two more cuts this year plus one each in 2026 and 2027. SEP projections revised GDP higher and unemployment steady; markets view the move as “risk management,” historically supportive for equities.
• Data: Retail sales (+0.7% core) hit their best pace since Dec-23, industrial production surprised to the upside, and import/export prices rose—showing tariffs aren’t being absorbed abroad.
• Housing: Starts and permits fell to their lowest since 2020, but mortgage rates near 6.5% lifted applications to their highest since spring 2022.
Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...
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