4/25/25: Markets Show Optimism on Trade Hopes and Economic Data
US markets improved in April as trade negotiations progressed. Key economic indicators showed mixed results, with manufacturing PMI rising and services PMI falling. Housing market dynamics shifted.
April 2025 – Bond Market Review
Explore the latest bond market trends as the economy cools, inflation eases, and the Fed maintains interest rates. Stay informed on fiscal impacts and policy uncertainties.
4/11/25: Tariff Turmoil Keeps Markets Volatile Amid Signs of Cooling Inflation
US tariffs create market volatility; economic indicators show easing inflation and strong labor market despite trade tensions with China.
4/4/25: US Tariffs Spark Trade Tensions and Market Volatility
Trade tensions were the main focus this week after President Donald Trump announced broad new tariffs on April 2.
3/28/25: Policy Uncertainty, Consumer Retrenchment, and Slowing Job Growth
The elevated level of policy uncertainty emanating from the new administration is taking its toll on the current valuation of risk assets
3/21/25: Labor Market and Consumer Remain on Solid Footing
This week provided some insight into the course of monetary policy amid the ongoing uncertainty surrounding fiscal policy.
March 2025 – Bond Market Review
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency.
3/14/25: Political Concerns Drive Market Volatility
Political concerns continue to be the dominant driving force behind markets
3/7/25: Markets Whipsawed by Trump’s Tariff Policy
Markets were whipsawed this week by President Trump’s tariff policy announcements, triggering the most significant trade war in decades.
2/28/25: Geopolitical Tensions and Trade Tariffs Drive Market Volatility
Geopolitical tensions took center stage as President Trump announced an additional 10% tariff on Chinese goods, triggering a sharp decline in Chinese equities.