The Weekly Insight

The markets brought us a little bit of everything last week, but ended on a positive note. As fast as the news cycle moves, it seems most had forgotten by Tuesday that there was a very big court decision on tariffs the previous Friday. This week, we take a dive into that ruling to see what we can learn about the future of trade policy and how it may impact markets.

Read more here: https://insightwealthgroup.com/the-weekly-insight-a-court-battle-over-tariffs/

Jerome Powell’s annual address in Jackson Hole has become must-see TV for market watchers in recent years. In 2022, he used it to sternly put the market back in its place on rate expectations. Since then, it has been looked upon with a mix of optimism and trepidation. His last Jackson Hole speech – last Friday – was no different. But this isn’t 2022. Instead, he presented a cautiously dovish case. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-powells-predicament/

The big news in the markets last week was the CPI data. It was a bit of a mixed report. If you were looking for good news, it was there. The same goes for bad news. But the report we found more interesting last week was that of CPI’s long lost cousin: PPI.

Read more here: https://insightwealthgroup.com/the-weekly-insight-cpis-oft-forgotten-cousin/

As the financial world obsesses about tariffs, we got to thinking about who these tariffs might impact: consumers. As regular readers of our memos know, the U.S. consumer is a powerful economic force. Consumer spending makes up nearly 70% of GDP. So as tariffs begin to be implemented, how well is the U.S. consumer prepared?

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-state-of-the-consumer/

The story of 2025 has been tariffs. And yet, despite a significant market correction in April, markets have recovered nicely. But the tariff discussion isn’t over yet. They are happening. And there is no question they will have some level of impact on the economy.

Read more here: https://insightwealthgroup.com/the-weekly-insight-wheres-the-impact-of-tariffs/

In politics, they frequently refer to the 24-hour news cycle. The flood of information it creates presents opportunities – and hazards – for candidates. The same cycle exists for the market. And right now, we’re in the midst of a nice swell of “good news”. But what could be the catalyst to change that?

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-24-hour-market-cycle/

The White House came out firing on tariffs last week. New tariffs were announced for the E.U., Mexico, Canada and a number of other countries. But the response from Wall Street was very different from the last time we did this. Instead of the pullback we saw on Liberation Day, markets were largely flat for the week. So what gives? Why the different response? And what does this mean for your portfolio? 

Read more here: https://insightwealthgroup.com/the-weekly-insight-whats-different-about-tariffs-today/

While the Nation was celebrating our 249th birthday over the weekend, Republicans in Congress were busy passing President Trump’s “One Big Beautiful Bill”. It is, as the name implies, BIG! At 897 pages, we haven’t read it all (yet). But we did dive into it over the weekend to better understand the big issues that will impact you. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-one-big-beautiful-podcast/

Well, that wasn’t the week anyone expected, was it? The U.S. bombs Iran and oil prices…go down? It’s a good reminder that there is no crystal ball to predict the market’s future. But there are some things we can bet on that have staying power. And one is the strength of the United States economy. In this edition of the Weekly Insight, we look back at Warren Buffett’s comments from a few years ago about his unwavering conclusion: “Never bet against the America”. That’s not some nationalistic propaganda – there is good economic data to back his approach.

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-enduring-strength-of-america/

The weekend was full of geopolitical drama. As you likely know by now, the United States struck Iran in an effort to eliminate their nuclear program. That leaves two important questions: What does this mean for the economy and markets? How are portfolios at Insight positioned for any potential troubles?

Read more here: https://insightwealthgroup.com/the-weekly-insight-1973-redux/