5/16/25: Trade Talks and Easing Inflation Lifts Markets
U.S.-China trade talks and easing inflation lift markets, but consumer sentiment weakens amid tariff concerns. Markets remain cautiously optimistic despite mixed economic signals.
5/9/25: Markets Keep Steady on FED Hold and Trade Optimism
Markets remain steady as the Federal Reserve holds interest rates and optimism grows over trade deals with the UK and China.
5/2/25: Strong Economic Data and Cooling Inflation Stimulates Market Optimism
Economic data shows resilient labor market and cooling inflation, fostering market optimism. The Federal Reserve is likely to hold rates steady amid easing tariff tensions.
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.
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.
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.
