Insights
Welcome to our monthly briefing, where we provide a comprehensive analysis of recent economic events and their implications for the financial markets. Highlights from August’s briefing:
- Equity markets delivered positive returns while market volatility declined, nearing the lowest level seen in years.
- Inflation pressures remain elevated, with services—especially “super-core” services—driving much of the increase. Goods prices are also rising as pre-tariff inventories are depleted.
- Producer prices surged in July, led by a sharp rise in food costs. With tariffs impacting key imports like coffee and companies preparing to raise prices, consumers may feel more inflation ahead.
Read the August 2025 Monthly Briefing for insights from Chief Market Strategist Julie Biel, CFA
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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
