Author Archives: LSAConnect

Weekly Economic Update – 12-22-2025

Posted on December 22, 2025 by LSAConnect

Economic Update 12-22-2025 Economic data last week included improved consumer inflation readings (albeit tainted due to a missing month), a stronger than expected employment situation report (also colored by the shutdown’s lack of data), and gains in retail sales, existing … Continue reading →

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Weekly Economic Update – 12-15-2025

Posted on December 15, 2025 by LSAConnect

Economic news for the week included another quarter-percent policy interest rate cut by the Federal Reserve, a seasonal rise in jobless claims, and stronger-than-expected job openings data. Equities were mixed globally, with U.S. value and small caps among the strongest. … Continue reading →

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Weekly Economic Update – 12-8-2025

Posted on December 8, 2025 by LSAConnect

Economic Update 12-8-2025 The economic data release schedule has begun to normalize, with last week showing gains in personal income and spending, ISM services, industrial production, and consumer sentiment. These offset the weaker ISM manufacturing and ADP employment reports. Equities … Continue reading →

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Weekly Economic Update – 12-01-2025

Posted on December 1, 2025 by LSAConnect

Economic Update 12-1-2025 On a short holiday week, economic data included gains in retail sales and durable goods orders, as well as higher producer price readings, decelerating home prices, and continued weak consumer confidence. However, the recent government reopening meant … Continue reading →

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Weekly Economic Update – 11-24-2025

Posted on November 24, 2025 by LSAConnect

Economic Update 11-24-2025 Economic data began to slowly flow again, following the record-long government shutdown, although scheduling remains delayed for a variety of releases. Last week’s highlights included the employment situation report for September coming in a bit stronger than … Continue reading →

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Weekly Economic Update – 11-17-2025

Posted on November 17, 2025 by LSAConnect

Economic Update 11-17-2025 Economic data remained sparce last week, but as the federal government shutdown ended, coming weeks should see a more normal report flow. Equities were mixed, with foreign stocks seeing gains, offset by declines in U.S. large cap … Continue reading →

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Weekly Economic Update – 11-10-2025

Posted on November 10, 2025 by LSAConnect

Economic Update 11-10-2025 Economic data was again limited due to the federal government shutdown, but included improvements in ISM services and ADP employment, while ISM manufacturing and consumer sentiment fell back to varying degrees. Equities were largely down around the … Continue reading →

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November 2025 – Portfolio Revision | Resetting Risk Controls for the Year-End

Posted on November 3, 2025 by LSAConnect

As we move toward the final quarter of 2025, the LSA Investment Policy Committee is taking proactive steps to ensure that portfolios remain aligned with evolving market conditions. Economic growth continues, though at a more balanced pace, with moderating inflation … Continue reading →

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Weekly Economic Update – 11-03-2025

Posted on November 3, 2025 by LSAConnect

Economic Update 11-03-2025 Economic data from the U.S. government remained on hold, while private sources showed housing prices flattening, and continued challenged consumer sentiment. The Federal Reserve cut interest rates by a quarter-percent, as markets already expected. Equities were mixed … Continue reading →

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Weekly Economic Update – 10-27-2025

Posted on October 27, 2025 by LSAConnect

Economic Update 10-27-2025 Economic data remained sparce as the federal government shutdown continued, with the exception of CPI inflation, which remained high, but somewhat cooler than expected. Private sources included gains in manufacturing and services PMI, as well as existing … Continue reading →

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Weekly Economic Update – 10-20-2025

Posted on October 20, 2025 by LSAConnect

Economic Update 10-20-2025 Economic data remained sparce with the U.S. government shutdown continuing beyond its second week. Stocks rebounded upward last week as U.S. earnings season began. Bonds also saw gains as interest rates fell, helped internationally by a weaker … Continue reading →

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Weekly Economic Update – 10-13-2025

Posted on October 13, 2025 by LSAConnect

Economic Update 10-06-2025 Economic data included an improvement in the ISM manufacturing report, although it stayed in contraction, while ISM services fell to neutral. Several reports weren’t published because of the Federal government shutdown, including the closely-watched employment situation report. … Continue reading →

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