Market Commentary
Bouchey Financial Group’s Q4 2025 Market Update explores key market influences, labor trends, and AI’s economic role, offering insights for future investor strategies.
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here Market Update The start of a new year has always been my favorite time of year. There’s something about the calendar flipping that gives you a clean slate and a fresh perspective, especially when…
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major factors influencing performance year-to-date, and share our outlook as we move into the final quarter of 2025. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Q3…
2026 State of the Economy Presentation
Watch the 2026 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Portfolio Positioning AI: The Intersection of the Economy, Markets and Beyond Advanced Planning Download the 2026 State of Economy Presentation Slides to follow along. Download…