Market Commentary | September 22nd, 2025
FOMC Decision and Inflation Outlook, Retail Sales and Industrial Production, Housing Market Weakness, and more.
FOMC Decision and Inflation Outlook, Retail Sales and Industrial Production, Housing Market Weakness, and more.
Overall, the data suggests the economy is entering a more balanced phase. Inflation appears to be stabilizing, with price pressures no longer accelerating, while signs of labor market softening are beginning to emerge.
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts.
Economic indicators released this week reflect a complex and evolving macroeconomic landscape, marked by persistent inflationary pressures and a labor market that remains resilient but shows early signs of moderation.