Date:  Monday, December 29, 2025 I. 2025 Global Macroeconomic Recap The 2025 economic landscape was characterized by a gradual moderation in inflation and divergent growth paths across major economies. Growth Outlook:  Global real GDP growth is estimated at 3.0%  for 2025. Advanced economies faced a sharper slowdown, averaging 1.5%  growth. Inflationary Trends:  Global headline inflation is projected to have fallen to 4.2%  in 2025 from 5.7%  in 2024. II. Global Equity Indice

Joshua Hawley September 23rd, 2025 Market Overview U.S. equity markets saw solid performance. The S&P 500  gained 4.4% over the last...

August 25th, 2025 Joshua Hawley Market Overview U.S. equity markets advanced for the week beginning August 25, 2025. The S&P 500 saw a...

June 23, 2025 Global Market Overview Equities : The S&P 500  ticked higher, while tech-led strength lifted the Nasdaq . Volatility...

Joshua Hawley, CEO Date:  June 9, 2025 Sources:  Walker & Dunlop, Bloomberg Global Macro Overview: Caution in the Cycle The macro...

Week of May 26, 2025 Global Macro Overview Markets continue to reassess the Federal Reserve’s rate trajectory in light of shifting...