by arleneadmin | May 27, 2025 | Research
Printer Friendly Version First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year. It wasn’t corporate America’s fault — tariff uncertainty makes it very difficult for most companies to offer...
by arleneadmin | May 19, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Investor sentiment dramatically changed after Treasury Secretary Scott Bessent and other members of the Trump administration announced a temporary pause on tariffs with China. Was that sentiment shift warranted and did anything materially...
by arleneadmin | May 12, 2025 | Research, Weekly Market Commentary
Printer Friendly Version A busy week of earnings, trade negotiations, and monetary policy meetings left the S&P 500 down around 0.5%. Buyer fatigue appeared to be setting in at this stage of the recovery as risk appetite from positive trade headlines faded by...
by arleneadmin | May 5, 2025 | Research, Weekly Market Commentary
The municipal bond market faced significant volatility in April, driven by spillovers from a turbulent Treasury market. Treasury yields were pressured higher by rising inflation expectations; the Federal Reserve’s cautious policy stance, reduced foreign demand; hedge...
