February 28th, 2025
The second half of February has seen stock indices tumble and bond markets rally. The Nasdaq has led the recent decline (green) while the S&P 500 (pink) is barely negative and non-US stocks (red) remain up over 6% so far…
February 14th, 2025
Happy Valentine’s Day! It was a busy week for the markets as the January inflation reports were released for both consumers and producers (businesses). They both showed that prices increased slightly more than expected last month. For consumers, prices rose…
February 7th, 2025
The market started the week with tariffs front and center. President Trump’s announcement of tariffs against Canada, China, and Mexico shook the markets briefly at the beginning of the week before actions against Mexico and Canada were postponed. Stocks recovered…
January 31st, 2025
It was a busy week in the markets, and it all started with a small Chinese startup company that is shaking the pillars of the US stock market. For over a year, the US stock market has been dominated by…
January 24th, 2025
A combination of more pro-growth policy announcements from the Trump administration and good 4th quarter corporate earnings reports pushed stocks higher this week. One announcement generating a lot of buzz in the markets this week was for Project Stargate –…
January 17th, 2025
Last week we pointed out that markets were down as robust economic numbers, specifically the December jobs report, were raising concerns that the economy was potentially too strong and inflation could possibly reaccelerate. However, this week we received the December…
January 10th, 2025
Happy New Year! 2025 is off to a choppy start as investors are searching for signs for what the new year will bring. In December we saw the market react negatively to the Fed’s updated forecast of just 2 expected…
