CCM Commentary Q325
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]
U.S. Economic Growth: The latest economic data paints a mixed picture. Second-quarter GDP was revised up to 3.3%, primarily driven by inventory adjustments tied [...]
Recent economic data suggest the U.S. economy is losing momentum as the effects of tariffs, higher costs, and a softening labor market ripple through [...]
SUMMARY: While headwinds persist in the form of policy uncertainty and residual pricing pressures, strong consumer fundamentals and labor market stability continue to support [...]
Inflation: The US growth picture remains constructive in early 2025, yet a few worrying trends are emerging. Inflation has increased since September after contracting [...]