Category: Economic Commentary

Rate Cut Regime Resumed The Federal Reserve cut its target policy rate by 0.25%, while also confirming two more 0.25% cuts by the end of the year via its dot plot that graphs voting members’ expectations of the rate …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Market and Economic Overview What has been happening in the IPO Market Jobs & consumer …

Rate Cuts Coming in September? At the annual Jackson Hole Economic Policy Symposium where policymakers discuss economic and interest rate conditions, Federal Reserve (Fed) chair Jay Powell carefully stated the Fed’s …

U.S. Stocks Preferred by Investors The S&P 500 index advanced 2.3% in July, which extended its 3-month rally to 14.2%. Keeping pace with the large-cap rally, mid- and small-cap stocks, represented by the Russell …

COMFORTABLY UNCOMFORTABLE The exacerbation of the changed tariff policy could be felt by investors in the early stages of the second quarter. There was uncertainty about the impact of trade on consumers and businesses, …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Earnings Season Dollar Appreciation Rates and Municipal Bonds Concentration in Market …

U.S. Stocks Look Past Tariffs Enthusiasm for risk continued through June as investors put the threat of tariffs in the rear-view mirror. The Russell 3000 index, a broad representation of U.S. stocks, outpaced …

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Market & Economic Review of the past month. Jobs resilience  Oil Market …

Global Equity Markets Find Buyers Global stocks rose in tandem in May, as the S&P 500 index (+6.3%), Russell mid-cap index (+5.7%), Russell 2000 index (+5.3%), MSCI EAFE index (+4.7%), and the MSCI EM index (+4.3%) …