Market Recap U.S. equity markets finished the fourth quarter on solid footing, with the domestic stocks rising 2.7% and ending the year up 17.9%. Gains continued to be driven by strong corporate earnings, particularly within a concentrated few technology and artificial intelligence large-cap, growth-oriented companies. Large-cap growth stocks outpaced value (18.6% vs. 15.9% for the […]
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By M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 4th Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment Job growth across the US economy has slowed significantly in recent months, and performance has been notably uneven across industries. Just 525,000 […]
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Market Recap Global equity markets continued their ascent in the third quarter, driven by strong corporate earnings growth, artificial intelligence (AI) enthusiasm and expectations of easing monetary policy. Despite investor concerns related to a slowing economy, tariffs, and a looming government shutdown, large-cap domestic stocks gained 8.1% over the quarter, ending near an all-time high, […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 3rd Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment Although total non-farm employment has changed little since April, looking over the past 12 months (ending in August), some 1.34 million net new […]
Read MoreMarket Recap In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, ongoing geopolitical uncertainty, and evolving global central bank policies. Nonetheless, the U.S. stocks posted a strong gain, reaching a new all-time high, and fixed-income markets were positive across most segments. The broader domestic market gained 10.9% in […]
Read MoreBy M. Ray Perryman, PhD, CEO and President – The Perryman Group Outlook for the US Economy – 2nd Quarter 2025 By M. Ray Perryman, PhD, CEO and President The Perryman Group Employment The United States economy gained 1.753 million net new jobs over the twelve-month period ending June 2025 for an annual employment growth […]
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