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Weekly Market Commentary: Equities Rise, Yields Steady after Upside Surprise to Inflation Data.
08/18/25
Sunflower Bank Weekly Market Commentary: August 18, 2025
Each week, our Wealth Management team analyzes the U.S. stock market and bond market activity and news of the previous week, summarizing their findings into a weekly market update report. The key points of this week's commentary, "Equities Rise, Yields Steady after Upside Surprise to Inflation Data," include:
- Equity markets rose last week despite worrisome inflation data. Yields were fairly steady across the curve as futures markets continue to expect a 25-basis point cut to the benchmark lending rate at the Fed’s September meeting.
- The stability in yields and market expectation for a September cut comes amidst hotter-than-expected CPI and PPI data released last week. While the Consumer Price Index accelerated at a slightly faster pace than expected, the increase in the Producer Price Index exceeded almost all economists estimates – as surveyed by Bloomberg.
- Turning to earnings, the 2Q25 reporting season is a nearing a close. 90% of S&P 500 companies have reported results, with 81% of those exceeding expectations. 2Q EPS for S&P 500 companies are now projected to grow +11.8% – well above the +5.0% growth expected before the reporting season began.
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This article contains general information only. Sunflower Bank, N.A. is not, by means of this article, rendering accounting, financial, investment, legal, tax, or other professional advice or services. This article is not a substitute for such professional advice or services, before making any decisions related to these matters, you should consult a qualified professional advisor.