Professor Siegel's Weekly Commentary Archive
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Access an archive of Professor Siegel's insightful weekly commentaries on this page.
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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
April 2025
04.28.25 Markets Resilient Despite Tariff Turmoil
04.21.25 Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
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
February 2025
02.18.25 Tariff Uncertainty Looms
02.18.25 Markets Resilient Despite Inflation Jitters, Tariff Uncertainty
02.10.25 Strong Jobs Report, But Tariffs Take Focus
02.03.25 A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
January 2025
01.27.25 Markets Resilient Amid Historic Week and Fed Meeting in Focus
01.21.25 Inflation Tames, Economy Gains: A Resilient Start to 2025
01.13.25 Economic Resilience Meets “Higher for Longer” Rates
December 2024
12.23.24 2025 Outlook: Moderated Returns, A Rotation Possible
12.16.24 Surging Tech Stocks, a Hawkish Fed Cut, and Regulatory Shifts
November 2024
11.25.24 Economic Resilience Continues to Impact Rate Outlook
11.18.24 Economic Strength Drives Jump in Long-Term Rates
Archive includes commentaries published within the last six months.