Structural Analysis: Monetary Expectations and Asset Class Dispersion Date: Monday, December 1, 2025 I. Monetary Policy and Global Interbank Dynamics The Federal Reserve's observed stance remains within the established range, with the Fed Funds Rate Effective  registering 3.88%  as of the reporting date, denoting a minor +2 basis point (bps) appreciation  over the prior month [5]. This stability contrasts with the persistent forward pricing of an imminent easing cycle across

Tue Sept 30, 2025 Joshua Hawley Washington lunacy continues as the US Federal government shutdown looms, with apparently the real...

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

Joshua Hawley Sept 15, 2025 For the week beginning September 15, 2025, markets experienced a rally in equities, while sovereign bond...

Joshua Hawley 9.9.2025 For the week beginning September 8, 2025, markets continued to exhibit mixed signals, with strong performances in...

September 2, 2025 Joshua Hawley Equity markets continue to show strength with major U.S. indices climbing, while fixed income markets and...

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...

Joshua Hawley, August 18th, 2025 Market Overview U.S. equity markets advanced for the week ending August 15, 2025. The S&P 500  saw a...

Joshua Hawley CEO August 11th, 2025 Market Overview Markets rallied at the close of last week, with technology stocks leading the way,...

Week of June 30, 2025 Joshua Hawley Global Market Summary Global markets advanced into the second half of the year buoyed by easing...

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

Date:  Monday, June 16, 2025 Global Market Summary Markets showed mixed performance as investors positioned for upcoming FOMC decisions....

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

Date:  June 2, 2025 Fed Funds Futures & Policy Outlook Markets are increasingly pricing in multiple rate cuts across the upcoming FOMC...

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

May 19, 2025 IGA Capital Finance Brokers, Joshua Hawley, CEO Macroeconomic Overview Markets remain highly sensitive to the Federal...

Joshua Hawley, CEO, IGA Capital Macroeconomic Overview Markets are entering mid-May with renewed clarity on interest rate trajectories...

Week of May 5, 2025 Overview As global markets continue to reprice interest rate expectations and investors digest central bank signals,...

Week of April 28, 2025 Economic and Market Overview As we enter the final week of April, markets are increasingly pricing in an...

April 21, 2025 Macroeconomic Overview The economic landscape remains centered on Federal Reserve policy expectations , with markets...