Markets declined last week amid tariff-driven volatility, but optimism remains for a stronger second half of 2025 fueled by earnings growth and large-scale investments. Treasury yields and geopolitics remain key watchpoints.
Read BlogMarkets remain volatile as debt concerns persist and Treasury yields rise. Inflation is cooling, but earnings optimism may be slightly overstated.
Read BlogMarkets are stabilizing with improving technicals, lower recession risk, and optimism for growth in the second half of 2025. Small caps, tech, and income strategies show strong potential.
Read BlogMarkets rallied to start in May, with strong sector gains and improved technicals. While GDP shows no signs of recession, investors await Fed signals on potential rate cuts and easing mortgage pressures.
Read BlogMarkets rebound, but economic data and earnings may test momentum. Eyes are on GDP, inflation, and tech earnings this week.
Read BlogStocks remain under pressure amid recession concerns, Fed policy tightening, and global risks, but potential rate cuts and small-cap value may offer upside.
Read BlogU.S. markets remain volatile amid trade tensions, weak private sector growth, and rising concerns over government debt and inflation. Investors are urged to stay defensive and focus on income-generating assets.
Read BlogMarkets are off to a rough start in 2025, with continued pressure from tariffs, recession concerns, and overestimated earnings expectations. The Fed is likely to cut rates multiple times, and valuations may have more room to fall. Caution is warranted, but select opportunities remain in high-quality, lower-risk stocks.
Read BlogThe markets need some clarity on the economy, earnings for this quarter and next year, technology peaking, inflation, tariffs, the Fed, and geopolitics.
Read BlogWe increased our long exposure on March 12th due to a very oversold condition, the recent bottom actually occurred on March 13th and really bounced on the 14th!
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