Monthly Market Update

American Exceptionalism Lives to See Another Day: Over the past month, we have seen a continuation of the impressive equity rebound off early April lows. Economic growth is beginning to slow but is reopening the window for Federal Reserve rate cuts starting at their September 17 meeting and continuing into 2026 should inflation resume its journey toward the Fed’s 2% target as we anticipate. We expect equity markets to continue their march higher and interest rates to remain range bound.

Click to read more: Monthly Market Update August 19, 2025