
Weekly Highlights
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

The elevated level of policy uncertainty emanating from the new administration is taking its toll on the current valuation of risk assets

This week provided some insight into the course of monetary policy amid the ongoing uncertainty surrounding fiscal policy.

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.