Sideways market movement isn’t weakness; it can be a reset. Here’s why this consolidation may support future strength. Explore the outlook and positioning strategy. howardcm.com/index.php/2025…

Fed calls it a "gentle gradual cooling" – but the data says otherwise. It’s stalling. Waller, Bowman, Bostic, and others are signaling: cut rates. The markets agree. See why this shift matters: howardcm.com/index.php/2025…

Rising wages and rising unemployment? That’s stagflation territory. With hiring weakening and inflation still sticky, waiting to cut simply risks more pain. Read more for the full outlook: howardcm.com/index.php/2025…

Market odds have surged, CME models now show an 85% chance of a Fed rate cut as early as September, with another likely by year‑end. The job market’s cooling fast. Read the case for a September cut: howardcm.com/index.php/2025…

Markets are rallying: August PMI hit 55.4, the strongest this year. Powell’s dovish tone, paired with robust manufacturing, may set the stage for a September policy shift. More insights: howardcm.com/index.php/2025…

New home sales dipped, but Powell’s dovish shift hints at policy flexibility. A drop in mortgage rates could spark housing activity. The Fed may finally give the market some breathing room. Learn more: howardcm.com/index.php/2025…

Powell’s dovish turn isn’t favoritism, it’s about balance. With risks shifting from inflation to jobs, the Fed may need a more flexible stance. The dual mandate is in focus now more than ever. Full article: howardcm.com/index.php/2025…

History shows that short-term market dips often give way to long-term gains. At HCM, we see any near-term weakness as part of the setup for a strong year-end rally. Perspective matters. Read more insights here: howardcm.com/index.php/2025…

The road to new highs isn’t without bumps. With fundamentals still strong and Fed policy turning supportive, we think those bumps could become opportunities. Don’t sit on the sidelines. Read more commentary here: howardcm.com/index.php/2025…

The road to new highs isn’t without bumps. With fundamentals still strong and Fed policy turning supportive, we think those bumps could become opportunities. Don’t sit on the sidelines. Read more commentary here: howardcm.com/index.php/2025…

Pullbacks are part of every cycle, not a signal to panic. Markets have consistently recovered, rewarding investors who view dips as entry points, not exit signs. More insights here: howardcm.com/index.php/2025…

In a recent @Fox Business interview, CEO and Portfolio Manager Vance Howard shared why he’s bullish on equities heading into Q4 and how HCM’s disciplined approach helps investors navigate volatility. Watch here: foxbusiness.com/video/63801585…

Buying during downturns means putting money to work at better valuations. Over decades, those disciplined entries fuel outsized compounding and stronger wealth outcomes. Read additional info: howardcm.com/index.php/2025…

Weak employment data can pave the way for rate cuts, creating favorable conditions for equity gains. Smart investors use pullbacks to add to positions rather than retreat. Explore more: howardcm.com/index.php/2025…