by BCW | Jan 12, 2026 | Market Commentary
Nicholas Benzor Principal Planner & Chief Executive Officer Table of Contents A strong finish and a hopeful start Fed cuts and the “balance of risks” Inflation and employment: cooling, not collapsing Santa Claus rally and what it means Geopolitics...
by BCW | Dec 16, 2025 | Market Commentary
Table of Contents Government Shutdown Federal Reserve Outlook Inflation & Employment Landscape Market Performance Earnings Overview 2026 Outlook Nicholas Benzor Principal Planner & Chief Executive Officer Sanskar Raheja Investment and Financial Planning...
by BCW | Nov 5, 2025 | Market Commentary
Introduction October was a month of transition for both markets and policymakers, as investors navigated the effects of continued monetary easing, a prolonged government shutdown, and shifting global trade dynamics. Confidence remained supported by strong corporate...
by BCW | Oct 3, 2025 | Market Commentary
Introduction September marked a turning point in U.S. monetary policy, with the Federal Reserve cutting rates by 25 basis points to a new target range of 4.00%–4.25%. This move, the first reduction since December 2024, was characterized by Chair Powell as a...
by Matt Carter | Sep 4, 2025 | Market Commentary
Introduction August 2025 has been a pivotal month for global markets, with investors weighing a cooling U.S. labor market, steady consumer inflation, and firmer wholesale price pressures against growing expectations for monetary easing. At the same time, corporate...
