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Market Update

IPOs rise as the labor market weakens

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Last week kicked off with a bang as the S&P 500, Nasdaq, and Dow Jones all hit record highs Monday, fueled by Nvidia’s announcement of a $100 billion partnership with OpenAI, though the euphoria faded as the week progressed. GDP growth was revised upward to 3.8%, jobless claims dropped below...

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Capital Markets Trends and Strategies 2026

Join our exclusive expert panel for a dynamic discussion on how leading financial professionals are conquering complexity and seizing opportunity. This isn't just a webinar; it's a deep dive into the insights and strategies you need to thrive. Whether you're exploring refinancing, seeking new...

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Replay: Semiannual Market and Economic Update

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Watch Jackie Bowie and Amol Dhargalkar discuss the risks and opportunities in today’s capital markets. They examined how real estate, private equity, and corporate finance leaders are managing macroeconomic shifts, geopolitical developments, and technological innovation to strengthen portfolios,...

Market Update

Fed cuts rates as labor market softens, inflation persists

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Last week, markets reached new highs despite growing concerns over a potential government shutdown as lawmakers remained at odds on federal budget negotiations. The Federal Reserve delivered a widely anticipated 25 basis point (bp) rate cut, its first of the year, reflecting a slower labor market...

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BoE holds rates amid high inflation, ECB signals policy on hold

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The Bank of England left the Bank Rate unchanged at 4.00% today as expected. Seven of the nine monetary policy committee (MPC) members voted to keep rates on hold, while two favoured another 25-basis-point cut. The MPC also announced a slowing in quantitative tightening to £70bn of gilt...

Market Update

FOMC lowers policy rate by 25 basis points as labor market weakness builds

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On Wednesday, September 17, 2025, the Federal Open Market Committee (FOMC) voted to cut the Fed Funds rate to a target range of 4.00%-4.25%. The first cut of 2025 follows months of political pressure on Chair Powell to cut rates and matched expectations from Wall Street. The decision comes amid...

Market Update

Markets climb despite labor data revisions and inflation concerns

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The stock market shrugged off additional signs of a slowing labor market, including a 911,000 downward revision in the Bureau of Labor Statistics' (BLS) semiannual revision update. With the S&P 500 hitting another record on Thursday and gaining 1.6% over the week, the year-to-date return of the...

Market Update

Labor market check-in: slowing, not stalled

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Last week, a weak jobs report came in at a fraction of what was expected. There was also a wave of corporate announcements: Kraft Heinz announced it will split into two companies by the second half of 2026, Google can keep its Chrome browser, and AI-company Anthropic raised $13 billion at a...

Market Update

Next up: August jobs report

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Inflation meets expectations, earnings exceed expectations, and, for the first time in the Fed’s 112-year history, President Trump attempted to fire a sitting governor, prompting lawsuits and a restraining order. Trump also dismissed CDC director Susan Monarez for "reckless directives," leading...

Market Update

Fed treads lightly as economic data remains mixed

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The latest economic data showed steady consumer spending, improving housing starts, and stronger manufacturing activity, though inflation remains elevated. At the Jackson Hole Symposium, Fed Chair Powell delivered a cautious outlook, stressing patience and data dependency in monetary policy amid...

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