Daily Archives: June 17, 2025

Industrials Take The Lead For US Equity Sectors This Year

In a year of shocks, turmoil, and tariffs, investor sentiment has been whipped to and fro as the crowd struggles to assess the outlook for risk and reward. But as 2025 approaches its mid-point, stocks in the industrial sector have found their footing and are now the performance leader, based on a set of ETFs through Monday’s close (June 16).

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Macro Briefing: 17 June 2025

Fed funds futures are pricing in a near certainty that the Federal Reserve will leave its target rate unchanged today for the 2:00pm eastern policy announcement. The main focus will be on comments Fed Chair Jerome Powell in the press conference that starts at 2:30pm. Investors will be listening closely for hints of lingering concern over inflation, the path ahead for rate cuts and the outlook for economic activity. The Fed will also publish revised economic projections today.

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