Market Update – January 20th, 2025

Last week’s market action reflected a balance of cautious optimism and heightened risk awareness. Inflation data remained largely in line with expectations, showing continued progress in disinflation, while retail sales and housing data pointed to stable consumer demand and a quiet real estate market.

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Year End Report:  Q4 & 2025 Recap 

2025 was a broadly positive year for financial markets, marked by resilient economic growth, strong corporate earnings, and moderating inflation. Equities rallied, led by technology, communication services, and industrials, while international markets, particularly in Latin America and Europe, outperformed.

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