June 13th, 2025
Stock and bond indices crept higher this week on positive developments in trade talks with China and another round of good inflation data, this time for May. Both consumer and producer inflation readings were better than expected last month as…
May 30th, 2025
Stocks remained relatively flat this week as tariff uncertainty kept a lid on the market’s response to some good economic news. Consumer confidence in May was much stronger than expected on optimism for trade deals, while the Fed’s favorite inflation…
May 23rd, 2025
Major US stock and bond indices were lower this week over US budget deficit concerns earlier in the week, and renewed tariff worries on Friday. We’ve written before about the need for the federal government to change course from expanding…
May 16th, 2025
Stocks rose again this week with major US indices now relatively flat year-to-date, but still below their all-time highs reached in February. Markets around the world rallied Monday on the news that US and China trade representatives agreed to lower…
May 9th, 2025
US stocks have rebounded and are down just -4% year-to-date after a nearly -20% decline from their highs in February. US stocks are blue and bonds are red (corporate) and green (government). The world has changed a lot since the…
May 2nd, 2025
Stocks continued to rebound this week as international stocks (red) remain positive year-to-date while US stocks (pink) have made significant gains from their lows, but remain negative so far this year. US government bonds (blue) and corporate bonds (green) have…
April 25th, 2025
We began the week with an ugly Monday as markets reacted negatively to President Trump’s criticism of Fed Chair Powell. His words caused concerns of financial instability that rippled around the globe. Then, on Tuesday, President Trump stated he had…
April 11th, 2025
Markets were turbulent this week as tariffs remained front and center, dominating investment discussions. Bonds, typically a safe haven in times of market trouble, are down a little this month and continuing their recent pattern of bad behavior. Even Larry…
April 4th, 2025
The Trump administration invoked the International Emergency Economic Powers Act (IEEPA) this week to address widening trade imbalances by imposing broad trade tariffs across the globe. While the founding fathers originally gave Congress the power to impose tariffs, over the…
March 28th, 2025
US stock indices spiked higher on Monday, but are looking to finish the week lower (as of Friday morning). Monday was a sign that investors are looking for patches of blue sky, but clouds of uncertainty remain in the…
