Resource Articles

Weekly Market Commentary: Stocks Rally After U.S. and China Agree to Tariff Pause

May 19, 2025: The U.S. and China announced a 90-day pause in tariff escalation, and a mutual reduction to existing tariffs. April inflation data was also better than expected.

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Weekly Market Commentary: Markets Decline Slightly in Quiet Week

May 12, 2025: Most broad equity indexes declined slightly last week after two weeks of strong gains. The S&P 500 and Nasdaq 100 both fell less than 1%.

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Weekly Market Commentary: Markets Extend Gains in Busy Week of Earnings and Economic Data

May 5, 2025: The S&P 500 Index rose 3% last week and has now recouped all losses since the April 2nd tariff announcement. Last week’s economic calendar included a contraction in 1Q25 GDP, positive inflation data, and stable employment trends.

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Weekly Market Commentary: Markets Continue to Rebound as Trade Rhetoric Eases

April 28, 2025: Although equities have rebounded off their lows, some areas of the financial markets are still flashing warning signs on the economy, including cyclical sectors, oil, and the VIX.

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Weekly Market Commentary: Stocks Decline Amid New Trade War Developments

April 21, 2025: The U.S. government now requires an export license for Nvidia’s H20 chip exports to China, resulting in a $5.5 billion write-down in the first quarter. Fed Chair Powell delivered a hawkish speech, indicating that no near-term rate cuts will occur until the economic impact of recent tariff announcements becomes clearer. March retail sales increased 1.4% month-over-month, marking the largest rise since January 2023.

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Weekly Market Commentary: Stocks Rise in Volatile Week

April 14, 2025: Extreme volatility in equity markets continued last week as investors reacted to quickly changing trade policy.

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Weekly Market Commentary: Equity Markets Sell Off Sharply Following Tariff Announcement

April 7, 2025: Equity markets fell sharply in the wake of the Trump Administration’s sweeping tariff announcement that exceeded most expectations.

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Weekly Market Commentary: Tariff Turbulence

3/31/25: Markets sold off into the weekend after volatility-inducing tariff headlines and disappointing economic data rattled investors.

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Weekly Market Update: March 24, 2025

Equity markets eked out a gain, rising for the first time in five weeks; the S&P 500, the Nasdaq 100 and the Russell 2000 each rose slightly. After weeks of significant selling pressure, equity markets have stabilized over the last several trading sessions.

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