June 2025 Economic & Market Review – Strong Markets, Softer Data, and Cautious Central Banks
Talking points
- Stocks hit new highs, even with global tensions: Despite a brief war between Iran and Israel, global stock markets moved higher. Signs of easing trade tensions and improving inflation gave investors reasons to stay optimistic.
- Tech led the rally—again: US markets had a
May 2025 Economic & Market Review – Trade Progress, Earnings Strength, and Shifting Rates
Talking points
1. Markets moved higher: Improved trade talks and a major U.S. spending bill helped lift investor sentiment. Most markets finished the month stronger, including a 6% rise in the US S&P 500.
2. Tech back in the lead: Technology stocks bounced back with...
April 2025 Economic & Market Review – Tariff Turmoil, Rate Cut Talk, and Growth Worries
Talking points
- Tariffs Go Up, Markets Get Jittery: When tariffs rise fast, confidence drops faster. Trump’s “Liberation Day” tariffs rewrote the trade script and kicked off a wave of uncertainty. The market’s reaction showed how quickly a single policy shift can ripple through the global system. Investors scrambled for safety while uncertainty took the spotlight.
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Podcasts
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Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here