Blog
After hitting record highs, markets have pulled back as volatility returns and investors question whether the AI rally can keep up its pace. In this week’s episode, Gary breaks down what’s driving the recent swings, NVIDIA’s headline-grabbing earnings, and why expectations for another Fed rate cut are fading.
11/21/2025
Blog
U.S. equity markets remain near record highs, even as softer economic data emerges. Signs of a weakening labor market have strengthened expectations for Fed rate cuts—fueling optimism in risk assets. Yet, that same softness also raises concerns about a downturn in the economy.
9/5/2025
Blog
Federal Reserve Chair Jerome Powell’s openness to a September rate cut energized markets, sending equities higher. The Bureau of Economic Analysis also revised Q2 GDP growth upward to 3.3%, fueled by stronger consumer spending. Earnings from companies like Nvidia, JPMorgan, and Boeing further supported gains, with both tech and value stocks showing strength.
8/29/2025