commentary
Weekly 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 11.07.2025
With another missed jobs report due to the government shutdown, both the Fed and investors are missing critical data on the labor market. Meanwhile, the Supreme Court’s review of tariff policy added another layer of uncertainty for markets.
Read MoreMonthly Market Update - November 2025
Major stock indices showed strong returns in October with the S&P 500 rising 2.3%, bringing the year-to-date return to 17.5%. The broader market, which saw the median stock in the S&P move down -1.7% for the month and the equal-weighted index dip -0.9%, may have done a better job of capturing the underlying economy, which was colored by the government shutdown, persistent inflation, and indications of a slowing economy.
Read MoreReinhart Week in Review by Madison Investments 10.31.2025
The Fed cut rates by 25 basis points this week, but a split vote and remarks from Chair Powell signal growing divisions within the Committee. Meanwhile, a new U.S.-China trade deal eases immediate tariff risks but leaves long-term uncertainty in place.
Read MoreReinhart Week in Review by Madison Investments 10.24.2025
Both headline and core inflation came in slightly below expectations in September, giving the Fed more reason to ease policy in the months ahead. Meanwhile, new U.S. sanctions on Russian oil and continued trade uncertainty are keeping markets on edge.
Read MoreReinhart Week in Review by Madison Investments 10.17.2025
After last week’s renewed U.S.-China trade tensions, markets have steadied as officials signaled a return to negotiations. But with uncertainty still high, investors remain cautious.
Read MoreQ3 2025 Market & Economic Review
Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.
Read MoreFixed Income 3Q 2025: Markets at an Inflection Point
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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
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.
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.