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Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025

Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025

by arleneadmin | Apr 28, 2025 | Research, Weekly Market Commentary

Printer Friendly Version The softer tone toward China from the White House, President Trump’s pledge not to fire Federal Reserve (Fed) Chair Jerome (Jay) Powell, and renewed optimism about Fed rate cuts all helped drive a strong market rebound last week. The latest...
Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025

Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025

by arleneadmin | Apr 21, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Clouds of uncertainty continued to hang over U.S. equity markets last week. The S&P 500 slid 1.5% as investors sought refuge in safe-haven assets. Treasury yields declined significantly across the curve, including 0.15–0.20% drops in 2-...
Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025

Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025

by arleneadmin | Apr 21, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Clouds of uncertainty continued to hang over U.S. equity markets last week. The S&P 500 slid 1.5% as investors sought refuge in safe-haven assets. Treasury yields declined significantly across the curve, including 0.15–0.20% drops in 2-...
Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

by arleneadmin | Apr 14, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Last week we were able to check several of the boxes on our stock market bottoming process checklist. Panic-level fear in investor surveys? Check. Volatility and volume spikes consistent with prior major market lows and capitulation? Check....
Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April  7, 2025

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

by arleneadmin | Apr 7, 2025 | Research, Weekly Market Commentary

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,...
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