Consumer Stocks

Consumer Confidence Cracks Amidst Record Market Rally: A Tale of Two Economies

The U.S. stock market has been on an unprecedented ascent, with major indices like the S&P 500 (SPX) repeatedly hitting record highs throughout 2024 and 2025. Yet, beneath the celebratory headlines, a troubling divergence has emerged: consumer stocks, often considered the pulse of the American economy, have

Federal Reserve

The Fed's 0.25% Cut: Reshaping Equity Portfolios Amidst Economic Reassessment

September 17, 2025, marks a pivotal moment for the financial markets as the Federal Reserve enacted a 0.25% interest rate cut, bringing the federal funds rate to a new target range of 4.00%-4.25%. This move, the first rate reduction since December 2024, signals a significant shift