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Jabil’s $500M Bet on AI and Cloud Growth
Company Spotlight: Clouds, Chips, and Cash – Jabil’s $500M Bet on the Future 📈 A Strong Quarter Fuels Big Gains Jabil (JBL), which makes electronic
When Will Clues to Tariff Impact Show Up in the Data?
📦 When Will Clues to Tariff Impact Show Up in the Data? 🧠 “Tariffs have a way of creeping into the numbers with a lag, and we
Moody’s Downgrade: A Warning Sign, Not a Crisis
💳 Moody’s Downgrade: A Warning Sign, Not a Crisis Moody’s just downgraded the U.S. credit rating—following similar moves by S&P and Fitch in past years. The
Labor Strength vs. Policy Patience: The Fed’s Balancing Act to Serve Two Masters
As we move deeper into Q2 2025, the U.S. labor market continues to defy expectations of a broad economic slowdown. April’s jobs report showed 177,000
UnitedHealth’s Decline and the Cost of For-Profit Care
🏥 The Medicaid Paradox: What’s Really Going On at UnitedHealth UnitedHealth Group—America’s largest health insurer—is having a rough year. Its stock is down nearly 50%,
Europe: Out of the Frying Pan and Into the Fire?
Europe: Out Of the Frying Pan and Into the Fire? So far this year, European equities have outperformed U.S. equities, with MSCI Europe up nearly
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Weekly Market Commentary
By Greg Lai and Alex Hsiao, Co-CIOs
July 7-11, 2025
As we wrapped up the holiday week, markets were in a celebratory mood of their own. Building on a strong June, we saw more positive vibes thanks to solid banking results and a jobs report that—while mixed—showed some resilience.
