Monthly Market Wrap

Comprehensive monthly analysis and insights across different market sectors

Economy Market Wrap August 2025

August: S&P hit records then fell after a 5-mo high US CPI dented cut hopes; beats, Buffett buy and gold inflows offset crypto outflows.

Midstream/LNG led August as ConocoPhillips' long-term LNG deal and M&A lifted cash-generative, fee-based energy, while renewables softened.

Life sciences closed August upbeat on regulatory wins (Wayrilz approval), GLP-1 generics pressure, XLV resilience and small-cap volatility.

August closed modestly positive as $430B buybacks spurred rotation and volatility, with dividends, capital and index flows bolstering banks.

August mfg modestly positive on EV capex, automation & US onshoring; stock moves and Numeraire surge amplify volatility/execution risk.

Aug RE: modest gains; proptech (Opendoor +15%) outperformed while core REITs stayed range-bound, buoyed by lower rates and Realty's $2B buy.

August: earnings lifted big-cap, omnichannel & value retail; Burlington's -8% showed volatility, while Amazon buys reinforced e-commerce.

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