Professor Siegel's Weekly Commentary Archive

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September 2025

09.08.25 Cuts Are Coming: A Tailwind for Stocks

09.02.25 Jobs In Focus as Market Trends Hold

August 2025

08.25.25 Powell Pivot Clears Path for Rate Cuts

08.18.25 All Eyes on Jackson Hole

08.11.25 September Rate Cut Looms as Fed Doves Gain Sway

08.04.25 Friday’s Employment Bombshell

July 2025

07.28.25 Tariff Headwinds Manageable as AI and Earnings Drive Gains

07.21.25 Powell's Resignation Could Safeguard Fed Independence

07.14.25 Corporate Guidance Key as Tariffs Threats Resurface

07.07.25 Jobs Report Better Than Feared

June 2025

06.30.25 Prevailing Skepticism Means Rally Has More Room

06.23.25 Markets Taking U.S. Strike Well

06.16.25 Muted Market Response to Iran Attacks

06.09.25 Jobs Report Yields Sigh of Relief

06.02.25 Economic Data Surprises, While China Tensions Resurface

May 2025

05.27.25 Markets Absorb the Noise, Stay Constructive

05.19.25 Downgrades, Debt, and Durable Optimism

05.12.25 Fed's Rigidity Risks Recession as Tariffs Start to Bite

05.05.25 Markets Betting on Tariff Relief But Impact Still Lurks

April 2025

04.28.25 Markets Resilient Despite Tariff Turmoil

04.21.25 Powell Downplays Progress, Risks Becoming Trump’s Scapegoat

04.14.25 Resilience or Recession? Markets on Edge

04.07.25 Tariff Turbulence Raises Recession Odds

March 2025

03.31.25 Growth Stocks Lead Selloff Amid Trade Fears

03.24.25 Fed Holds Steady as Markets Brace for Tariff Clarity

03.10.25 Markets Struggle for Direction as Uncertainty Mounts

03.03.25 Tariff Uncertainty Weighs on Markets as Growth Slows

Archive includes commentaries published within the last six months.

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