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Market Commentary, April 14, 2025

Stocks End Volatile Week Higher but Certainty in Short Supply On Wednesday, President Trump put reciprocal tariffs on hold for 90 days (except China), fueling the third-best daily gain (9.5%) in the S&P 500 Index since WWII, according to Bloomberg.…

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Market Commentary, Q1 2025

Tariff Talk Leads to a Market Correction “Here’s the interesting thing about the stock market: …It has no gender, ethnicity, or religion… “It’s the ultimate voting machine, reflecting prospects for earnings growth, stability, liquidity, inflation, taxation, and predictable rule of…

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Market Commentary, March 31, 2025

Manufacturing in Crisis Over the past month, we have approached the issue of tariffs from the market's perspective, specifically that of investors. Let’s take a different approach today. We’ll examine the issue from the perspective of domestic manufacturers and manufacturing…

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Market Commentary, March 24, 2025

Elevated Uncertainty, ‘Transitory’ Makes a Comeback The Federal Reserve held its key rate, the fed funds rate, at 4.25 - 4.50% as expected. But Fed officials downgraded the economic outlook for 2025 and raised its forecast for inflation (again) in…

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Market Commentary, March 10, 2025

Tariffs On, Tariffs Off, Tariffs Back On (Sort of) “The new Administration is in the process of implementing significant policy changes in four distinct areas: trade, immigration, fiscal policy, and regulation. It is the net effect of these policy changes…

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Market Commentary, February 24, 2025

Earnings Impress On January 13th, the Wall Street Journal published an article entitled “Investors Hope Earnings Season Can Revive Faltering Stock Rally—With the Fed unlikely to cut interest rates as quickly as hoped, corporate earnings growth becomes even more critical.”…

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