commentary
Reinhart Week in Review by Madison Investments 09.05.2025
U.S. job growth slowed sharply in August, coming in well below expectations and strengthening the case for a September Fed rate cut. Meanwhile, an appeals court ruling adds more uncertainty to U.S. tariff policy.
Read MoreWeekly Mosaic Update
The Weekly Mosaic contains the latest market and economic news and data, including what to watch in the coming week, index returns, and current positioning of Mosaic model portfolios.
Read MoreReinhart Week in Review by Madison Investments 08.22.2025
Powell’s Jackson Hole speech leaned dovish, signaling the Fed may adjust policy as risks shift. Meanwhile, trade negotiations with the EU bring modest tariff relief. The Reinhart Fixed Income Team shares their take on these events.
Read MoreReinhart Week in Review by Madison Investments 08.15.2025
July inflation rose modestly, driven by services, while retail sales stabilized after a strong June. These reports signal the Fed may need to act sooner rather than later, and China’s slowing growth adds to global uncertainty.
Read MoreReinhart Week in Review by Madison Investments 08.08.2025
New U.S. tariffs took effect this week, raising questions about their level of impact on prices and growth. Meanwhile, Fed officials signaled a shift after a disappointing July jobs report.
Read MoreMonthly Market Update - August 2025
The major market indices moved up in July, led by the familiar coterie of mega-caps that were responsible for two-thirds of the gain. The S&P 500 Index rose 2.2% for the month, led by the Technology sector, which was up 5.2%. As the market tipped into new all-time highs, the driving forces were a resilient economy, some emerging clarity on volatile tariff policies, and robust earnings, particularly among the largest tech companies.
Read MoreReinhart Week in Review by Madison Investments 08.01.2025
From signs of disagreement within the Fed to a weak jobs report and sharp downward revisions, markets had plenty to digest this week. Inflation remains above target, GDP growth slowed in the first half of the year, and tariff uncertainty continues despite new trade announcements.
Read MoreReinhart Week in Review by Madison Investments 07.25.2025
While tariffs appear lower than feared - potentially settling around a 15% “floor” - they remain well above levels from earlier this year. Meanwhile, airport municipal bond issuance reached its highest total for the first half of the year since at least 1990.
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Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.