Professor Siegel's Weekly Commentary Archive
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Access an archive of Professor Siegel's insightful weekly commentaries on this page.
For additional insights, visit our On the Markets page.
November 2025
October 2025
10.27.25 Earnings Strength Trumps Tariffs, Supports Rally
10.20.25 Credit Jitters Seem Overblown, But Fed Cut Nears
September 2025
09.29.25 Inflation Steady as Q4 Becomes Tariff Test
09.22.25 Two More Cuts Anticipated
09.15.25 Dot Plot To Set the Tone
August 2025
08.25.25 Powell Pivot Clears Path for Rate Cuts
08.18.25 All Eyes on Jackson Hole
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
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
Archive includes commentaries published within the last six months.