by arleneadmin | Mar 17, 2025 | Research, Weekly Market Commentary
Printer Friendly Version U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop —...
by arleneadmin | Mar 10, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons...
by arleneadmin | Mar 3, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy...
by arleneadmin | Feb 24, 2025 | Research, Weekly Market Commentary
Printer Friendly Version The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP)...
by arleneadmin | Feb 18, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending. President Trump reinstated a full 25% tariff on all steel imports — effectively closing...
