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Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits. China quickly retaliated, Europe may follow with tariffs of their own,...

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Printer Friendly Version Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s...

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Market Correction Perspective | Weekly Market Commentary | March 17, 2025

Printer Friendly Version U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop —...
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  • Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
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  • Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | June 30, 2025
  • Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025
  • China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025

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