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Wednesday, January 1, 2025 First Quarter 2025Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries. Consumer confidence fell, touching levels last seen in 2021, as the risk of recession grew and inflation remains elevated.
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Tuesday, October 1, 2024 Fourth Quarter 2024The Federal Reserve’s decision to cut rates by another 50 basis points (or 0.50%) was a key event in the quarter, leading to a mixed reaction across investment markets.
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Monday, July 1, 2024 Third Quarter 2024The third quarter was strong for seemingly all investment assets. That said, the current market rally was thrown off course in late early August as investors reacted to a weaker-than-expected jobs report, fueling concerns that a stumbling labor market implied a recession may be looming.
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Monday, April 1, 2024 Second Quarter 2024Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.
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Monday, January 1, 2024 First Quarter 2024Defying investor expectations, the U.S. economy continues to be defined by one word: resilient. U.S. GDP has grown above 2% in each of the last six quarters and the labor market remains strong.