Recent market movements continue to reflect a mix of steady economic conditions and evolving global risks. While headlines remain focused on inflation, interest rates, and geopolitical tensions, the underlying investment landscape has proven to be surprisingly resilient. The K-Shaped Economy Economic statistics look good, though modest, but...
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Risks are everywhere from uncertain trade policy, geopolitical concerns, stubborn inflation, sagging consumer sentiment, lofty stock valuations and uncertainty surrounding AI adoption, but momentum and a relatively solid macro environment may translate into another strong year for stocks — at least, this is what analysts...
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Markets continue to climb, led by capital investments in the Artificial Intelligence (AI) boom. However, cautionary signs are emerging, including decidedly negative headlines, lofty stock market valuations, talk of an AI bubble, and a deteriorating housing market. Last Friday (October 10th), President Trump threatened again to...
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Economists say it will take time for the effects of trade policies to show up in economic data — but acknowledge they aren’t sure how long. When President Trump announced sweeping tariffs on American trading partners in early April, economists warned of dire consequences — higher...
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As President Trump began his second term in January, many business leaders and investors expected a renewed focus on pro-growth policies—lower taxes, regulatory rollbacks, and aggressive deal-making. Instead, financial markets were met with significant volatility and uncertainty with the announcement of new tariffs. In the administration’s...
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Market Update: April 4th, 2025 Global equities declined again today following China’s announcement of retaliatory tariffs on U.S. imports. This escalation signals the early stages of what could become a prolonged trade conflict, potentially positioning the United States against key global economic partners. Tariffs, which are...
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March 2025 The stock market experienced another sharp decline today following the implementation of new tariffs by the administration on imports from Canada, Mexico, and China. In response, China and Canada swiftly imposed retaliatory tariffs, while Mexico announced plans to reveal its own countermeasures on Sunday....
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Strong growth and lower—but persistent—inflation are keeping interest rates high, which may keep a lid on stock prices. 2024 saw significant gains in global stock markets, driven primarily by robust economic growth and impressive corporate profits. At the same time, bond markets faced challenges due to...
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This bull market is still young relative to history and, for now, supported by a healthy economy and broadening participation among stock sectors outside of tech. The current bull market is two years old. The fears that higher interest rates would sink the economy and stock...
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Inflation cooled further in June leading markets to believe Fed rates will soon follow. For the first time in a long time the Consumer Price Index fell on a monthly basis in June, declining 0.1% from May. This was welcome news for the financial markets which...
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