Cullen
Blog by Cullen
Markets opened September with weak labor data & Fed turmoil. All eyes now on CPI, PPI & consumer sentiment to test Fed rate cut bets.
Nvidia, Apple, and Microsoft now dominate U.S. equity indices at historic levels. Could regulatory triggers force a rebalance and what would it mean for investors? Explore the mechanics, risks, and signals shaping today’s concentrated markets.
Calisade Capital is an asset management firm that delivers institutional advisory services and weekly insights to the retail market via its Calisade Digests. Calisade focuses on creating alpha through robust macro, fundamental, technical, and sentiment research.
Tags :
Federal Reserve rate cut expectations, Geopolitical risks U.S. India tariffs, Jackson Hole symposium Powell speech, Nvidia earnings report 2025, PCE inflation report August 2025, S&P 500 weekly performance, U.S. economic indicators August 2025, U.S. retail earnings Walmart Target, U.S. stock market outlook, Weekly Market Wrap August 2025
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US markets saw gains last week on strong GDP data and tech earnings, but rising inflation and new tariffs stirred caution. With Fed policy, jobs data, and more earnings ahead, volatility remains high.
Digital assets are entering mainstream finance in 2025, driven by regulation, institutional adoption, and tokenization trends. Discover how crypto, stablecoins, and ETFs are reshaping long-term investment strategies.
Tags :
Bitcoin institutional adoption, Ethereum real-world use cases, GENIUS Act crypto regulation, digital assets 2025, mainstream crypto adoption, stablecoins in global payments, AI blockchain convergence, Bitcoin digital gold, Bitcoin volatility 2025, Circle IPO 2025, DeFi tokenization trends, Ethereum DeFi infrastructure, Ethereum ETF institutional demand, MiCA regulation EU crypto, crypto ETF inflows, crypto investment strategies, crypto market capitalization 2025, crypto regulation 2025, crypto risk profile analysis, crypto vs gold volatility, institutional crypto investment, real-world asset tokenization, stable yield crypto assets
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