Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 |Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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4thOfJuly

July Market Update

Jul 21, 2025 |Rock Cut Investment Group

A challenging quarter ended with U.S. stocks at or near record levels! An interesting development since it was only April since the tariff announcement pushed stocks almost into bear territory (20% from their high).

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Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

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London skyline

One year in: The Labour Party’s report card

Jul 10, 2025 |Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Businessman with umbrella

H1 2025 equity recap: Business as unusual

Jul 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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Plant

June Market Update

Jun 27, 2025 |Rock Cut Investment Group

May continued to see stocks rebound. The S&P 500 had its best month since 2023 and most indexes have recovered most of their losses for the year. Tariffs, tax legislation, and a U.S. credit downgrade were the main topics in May.

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Man waiting

Another round of the Fed’s waiting game

Jun 20, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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Global Insight - Manhattan skyline

Global Insight 2025 Midyear Outlook: United States

Jun 18, 2025 |Kelly Bogdanova and Thomas Garretson, CFA

The worst of the tariff volatility seems like it’s blown over. Markets are now focused on the remaining tariffs that are in place and their impact on domestic economic trends and Fed policy.

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Red, yellow, green

U.S. Recession Scorecard: Slow going

Jun 13, 2025 |Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Woman checking stock chart

Is the rebound for real?

May 29, 2025 |Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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Contact

Rock Cut Investment Group

815-637-7886
matthew.montalbano@rbc.com

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