Weekly Market Insights – Monday, April 21, 2025
Stocks Slide as Q1 Earnings Arrive: U.S. stocks dipped during the shortened trading week as investors began assessing the first wave of Q1 corporate earnings reports, awaiting key results from major industries to gauge the health of the economy and future market trends. The S&P 500 Index dropped 1.50%, while the Nasdaq Composite Index fell […]
Weekly Market Insights – Monday, April 14, 2025
Late Rally Caps Volatile Trading Week: Stocks finished on a high note last week, notching strong gains following another volatile week of trading. Investors seemed to otherwise downplay encouraging inflation news, keeping their attention firmly on the latest tariff developments. The S&P’s 500 Index rose 5.70%, while the Nasdaq Composite Index gained 7.29%. The Dow […]
Weekly Market Insights – Monday, April 7, 2025
Markets Tumble as New White House Tariffs Shake Investors Stocks saw a widespread downturn last week as markets, both domestic and international, reacted to the White House’s new tariff announcements. The S&P 500 Index declined 9.08%, while the Nasdaq Composite Index fell 10.02%. The Dow Jones Industrial Average dropped 7.86%. The MSCI EAFE Index, which […]
Anchors Aweigh? The Unmooring of Inflation Expectations
By Gary Aiken | April 3, 2025 I often include relevant excerpts from the University of Michigan survey of households and businesses into my insights and reports. This month, I think it is important to elevate the inflation expectations portion of the survey. Federal Reserve committee members and chairs have pointed to inflation expectations as […]
Weekly Market Insights – Monday, March 31, 2025
Tariff and Inflation News Shape a Volatile Week for Stocks: Stocks declined last week as investor sentiment fluctuated between optimism and disappointment. These shifts were largely driven by ongoing tariff developments and new inflation data, which raised concerns about potential trade disruptions and fueled uncertainty about future interest rate hikes. The S&P 500 Index fell […]
Weekly Market Insights – Monday, March 24, 2025
Fed Optimism Sparks Rebound After Losing Streak: Stocks posted strong gains last week, marking a sharp rebound after a four-week losing streak. Investors responded positively to optimistic remarks from the Federal Reserve, which signaled a more measured approach to future interest rate hikes. The S&P 500 Index rose 0.51%, while the Nasdaq Composite Index picked […]
Weekly Market Insights – Monday, March 17, 2025
Modest Friday Rally Caps Rough Week for Stocks: Markets faced yet another turbulent week as ongoing trade negotiations and economic news from the White House unsettled investors. The S&P 500 Index declined 2.27%, while the Nasdaq Composite Index dropped 2.43%. The Dow Jones Industrial Average fell 3.07%. The MSCI EAFE Index, which tracks developed overseas […]
Weekly Market Insights – Monday, March 10, 2025
Trade Tensions Shake Up Financial Markets: Stocks extended their decline last week amid heightened volatility. Investor concerns over economic growth and rising inflation continued, with U.S. trade policy at the center of the fluctuations. The S&P 500 Index declined 3.10%, while the Nasdaq Composite Index dropped 3.45%. The Dow Jones Industrial Average slid 2.37%. By […]
The Trade War of 2025: Potential Economic Impacts
By Gary Aiken | March 6, 2025 President Trump announced a multitude of tariffs this week. To be clear, tariffs are a regressive tax on consumers that reduce overall trade, increase prices, and cost jobs. The mechanism of tax payments – while politically expedient – is less important than the decisions made by producers, consumers, […]
Weekly Market Insights – Monday, March 3, 2025
Tariff Talk, Inflation, and Market Volatility: Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95%, while the S&P 500 Index lost 0.98%. Meanwhile, the tech-heavy Nasdaq Composite Index dropped an eye-catching 3.47%. The MSCI EAFE Index, which […]