CCA INVESTMENT RESEARCH COMMENTARY AUGUST 2025.
Market Commentary – August 2025 Equities moved higher in August, with U.S. markets reaching new all-time highs. The S&P 500 gained 2.03% for the month, bringing its year-to-date (YTD) return to 10.04%. Notably, the equal-weighted S&P 500 outperformed the traditional cap-weighted index, showing that strength extended beyond the “Magnificent 7.” The Dow rose 3.42% in […]
CCA INVESTMENT RESEARCH COMMENTARY JULY 2025.
The stock market continued to climb in July, with both the S&P 500 and the Nasdaq hitting new all-time highs. This positive momentum was driven by easing trade tensions, a strong start to corporate earnings season, growing optimism around artificial intelligence, and the passage of the “Big Beautiful Bill”. The S&P 500 gained 2.24% in […]
CCA Investment Research Commentary – June 2025
Despite geopolitical tensions and mixed economic data, both risk assets and fixed income showed resilience, rewarding diversified investors. Equity Markets: Record Highs and Renewed Optimism Fixed Income: Yields Down, Spreads Tighter Currencies & Crypto Macro & Policy Developments Economic Data: Mixed Signals
Financial Intelligence for the Family Lawyer
MACROECONOMIC OVERVIEW Macroeconomics is a branch of economics that deals with the performance, structure, behavior, and decision-making of an economy as a whole. TOPICS REAL AND FINANCIAL ECONOMY Real Economy: The real economy focuses on the production, distribution, and consumption of goods and services. It deals with tangible products and activities that satisfy human needs […]