Making Sense of the Tariff Announcement
Trump Administration Introduces New Tariff Measures On April 2nd, the Trump administration unveiled a sweeping set of tariffs. Unless specific exemptions are granted, a baseline
1Q 2025 Recap & 2Q 2025 Outlook
Stocks fell in the first quarter after two consecutive years of gains exceeding +20%. The year started strong, with the S&P 500 reaching a new
Understanding the Current Market Selloff
Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500 has declined more than -8% from its
The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary Stocks and Bonds Move in Opposite Directions Amid Market Rotation Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P
2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?
In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns to bring inflation down from a multi-decade high. After holding rates
Long-Term Perspective: Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID-19 pandemic low in March 2020. The rally
