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.
Blog tagged as Weekly Market Wrap August 2025
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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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- market volatility Fed inflation
- oil futures surge June 2025
- oil prices rise Iran attack
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- Brent crude price forecast June 2025
- Christopher Waller Fed statement
- FOMC inflation concerns
- Fed Governor Lisa Cook speech
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- Federal Reserve rate decision June 2025
- Iran nuclear strike Trump news
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- US durable goods orders May 2025
- US economy and global conflict
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- University of Michigan consumer sentiment June 2025
- WTI oil futures surge
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- defense stocks rising Iran war
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- geopolitical risk and markets
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- interest rate cut July 2025 forecast
- investing during Middle East crisis
- market volatility this week
- oil price spike Iran conflict
- 2025 defense realignment
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- Pentagon workforce reductions
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- advanced jamming technology
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- Fed interest rate outlook 2025
- NASDAQ Composite rally AI stocks
- Powell higher for longer speech
- S&P 500 record high June 2025
- US Fed dot plot 2025 update
- services sector inflation trends
- AI semiconductor demand forecast
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- Iran missile strike retaliation Al Udeid
- Iran nuclear facility bombing June 2025
- Micron earnings preview Q2 2025
- Nonfarm payroll forecast July 5
- Q2 2025 earnings season outlook
- US 2-year Treasury yield June 2025
- US China 10 percent tariff July 2025
- US Iran Israel ceasefire news
- US June jobs report 2025 preview
- US bond market rate expectations
- economic data impact stock rally
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- labor market data Fed policy
- macroeconomic risks stock market July 2025
- semiconductors China exposure
- tariff impact on consumer discretionary stocks
- tech stocks AI-driven growth
- tight US labor market 2025
- 2025 budget deficit
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- ESG portfolio impact
- H.R. 1 tax cuts
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- One Big Beautiful Bill
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- Senate vs. House bill changes
- TIPS investment strategy
- Trump July 4 signing
- aerospace investment 2025
- bond yields 2025
- carbon capture incentives
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- clean energy rollback
- defense sector equities
- equity market reaction
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- fiscal policy market reaction
- floating-rate bond strategy
- for-profit education impact
- fossil fuel tax policy
- government budget outlook
- healthcare funding cuts
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- inflation-linked bonds
- investor portfolio allocation strategy
- long-term debt concerns
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- tax reform 2025
- CPI inflation
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- low-income families
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- owner’s equivalent rent
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- retirees fixed income
- student debt and inflation
- wage growth vs inflation
- TIPS investment
- bonds vs inflation
- commodities inflation hedge
- elite macro digest
- financial planning inflation
- forward-looking investment strategy
- gold price rally
- healthcare cost inflation
- inflation and diversification
- inflation data distortion
- inflation premium report
- inflation-proof assets
- infrastructure assets
- macroeconomic shifts
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- smarter inflation investing
- sticky inflation
- tech stocks and inflation
- traditional investment strategy
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- pricing power stocks
- August 1 tariffs
- S&P 500 rally post tariffs
- Trump tariff letters
- US trade policy 2025
- are US markets overvalued due to buybacks
- country-specific tariff rates
- fiscal-driven market growth
- fragile market rally
- how will markets react to new Trump tariffs
- investor sentiment shift
- market volatility 2025
- mini trade deals US 2025
- new US tariffs 2025
- retail investor impact on stock market
- stock buybacks driving S&P
- tariff impact on global trade
- trade deals Trump administration
- what happens if US trade deals fall through
- what is the timeline for new tariffs in 2025
- which countries are affected by new US tariffs
- tariff-induced volatility risk
- American Express consumer credit trends
- Bank of America earnings July 2025
- Fed interest rate cut forecast
- Federal Reserve rate hike delay
- GE Aerospace earnings report
- JPMorgan earnings Q2 2025
- July 2025 earnings season preview
- Netflix Q2 2025 results
- Procter & Gamble consumer trends
- S&P 500 market outlook July 2025
- Taiwan Semiconductor Q2 earnings
- US CPI inflation report July 2025
- US bond market outlook Q3 2025
- US nonfarm payroll report July 2025
- US trade tensions Brazil Canada
- US unemployment rate July 2025
- building permits housing data 2025
- consumer sentiment index July 2025
- core inflation expectations 2025
- global supply chain risk 2025
- gold prices safe haven asset 2025
- oil prices and energy market July 2025
- retail sales report July 2025
- semiconductor earnings forecast ASML
- stock market pullback analysis
- tariff impact on stock market
- treasury yield curve strategy
- Medicaid work requirements
- disposable income
- senior tax breaks
- IBM Heron chip
- IonQ molecular simulation
- Quantinuum system stability
- Quantum computing investment outlook
- cryogenic systems for quantum
- early-stage quantum companies
- government quantum contracts
- institutional quantum investing
- invest in quantum computing
- lithium niobate wafers
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- quantum ETF trends
- quantum computing 2025
- quantum computing commercialization
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- quantum computing investment opportunities
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- quantum computing stocks to watch
- quantum infrastructure opportunities
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- quantum supply chain investment
- quantum technology startups
- qubit technology
- silicon photonics for quantum
- superconducting quantum systems
- trapped-ion quantum hardware
- CDS spreads
- ETF credit flows
- M&A banking trends
- U.S. banking landscape
- auto loan delinquencies
- bank merger policy
- banking consolidation trends
- business development companies
- capital strength screening
- commercial real estate stress
- consumer delinquencies
- credit card defaults
- credit downturn resilience
- credit market shift
- credit tightening
- financial sector 2025
- fintech lending
- fintech underwriting models
- hedge fund positioning
- insider buying activity
- loss provisions rising
- net interest income pressure
- nonbank credit providers
- portfolio leverage
- private credit funds
- private credit risks
- regional banks
- regulatory shifts
- subprime lending risk
- traditional banks
- warehouse lending risks
- banking risk indicators
- elite credit insight
- funding durability
- premium credit digest
- 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
- 10-year Treasury yield
- Apple earnings July 2025
- China tariff news
- Coinbase digital asset adoption
- EU trade framework
- Federal Reserve meeting
- July 2025 jobs report
- Microsoft and Meta reports
- Nasdaq record highs
- Powell Fed commentary
- Q2 GDP estimate
- S&P 500 performance
- Treasury bond supply
- U.S. equities
- U.S. inflation outlook
- UnitedHealth results
- Visa earnings report
- core PCE inflation data
- geopolitical market risks
- high-yield credit spreads
- interest rate decision
- market volatility July 2025
- mega-cap tech earnings
- retail sales data
- sticky inflation trends
- Housing Affordability
- Multifamily Oversupply
- Real Estate 2025
- U.S. Property Market
- Office Sector Challenges
- Retail Real Estate
- Industrial Property Trends
- Real Estate Policy
- Interest Rates and Real Estate
- CRE Market Insights
- Public Law 119‑21
- Real Estate Digest
- Real Estate Investment
- Federal Reserve July 2025
- GDP Rebound Q2 2025
- US Market Weekly Update
- Inflation Update August 2025
- Mega-cap Earnings 2025
- Global Trade Tensions
- Microsoft AI Spending
- Trump Tariffs 2025
- US Economic News
- U.S. real estate market 2025
- Federal Reserve meeting minutes analysis
- S&P 500 market trends
- US inflation data CPI PPI
- interest rate cut expectations
- labor costs productivity inflation
- retail earnings report August 2025
- stock market outlook August 2025
- tariff impact on consumer prices
- trade talks Canada EU China
- back-to-school retail sales forecast
- 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
- CPI vs PPI
- PPI as leading indicator
- corporate margin pressure tariffs
- inflation signals for investors
- producer price index vs consumer price index
- tariff effect on supply chains
- tariffs impact on inflation
- why PPI leads CPI
- U.S. stock market outlook September
- Weekly Market Wrap September 2025
- Federal Reserve September rate cut odds
- Jackson Hole Powell dovish speech
- Nvidia earnings Q2 2025
- PCE inflation data July 2025
- September jobs report 2025 preview
- Intel government stake CHIPS Act
- U.S.–India tariff conflict 2025
- S&P 500 September market rally
- Nvidia market concentration
- Apple Microsoft Nvidia index weight
- ETF flows and market volatility
- Index committee interventions
- Mega cap stocks 2025
- Nasdaq 100 weight limits
- Passive investing risks
- S&P 500 rebalancing risk
- CPI and PPI inflation data 2025
- September 2025 market outlook
- US labor market September 2025
- consumer sentiment trends 2025
- earnings season September 2025
- stock market volatility outlook
- Central Bank Credibility
- Fed Independence
- Federal Reserve
- Monetary Policy
- Political Interference
- Yield Curve
- Arthur Burn
- Bond Market
- Interest Rates
- Paul Volcker
- Stephen Miran Nomination
- Gold Hedge
- Market Volatility (MOVE Index)
- Portfolio Implications
- U.S. Dollar
- Fed interest rate decision
- Federal Reserve September 2025
- labor market slowdown
- stock market outlook 2025
- CPI and PPI data 2025
- Fed policy easing expectations
- Powell Fed meeting
- U.S. retail sales September 2025
- bond market yields
