April 29, 2025

Market Flash

During the week, U.S. Treasury yields declined as investors digested the latest comments from policymakers on the tariff issue, as the 1Q25 corporate reporting season continues. digested the latest comments from policymakers regarding the tariff issue, as the 1Q25 corporate reporting season continues to progress. After expressing frustration over the lack of additional rate cuts, President Trump stated that he has "no intention of ousting" Fed Chairman Jerome Powell, thus qualifying his previous threats. Optimism over possible close trade pacts and the April 9 tariff pause fueled a 10% S&P 500 rally from its last low....
April 23, 2025

Market Flash

During the week, U.S. Treasury yields declined, as investors digested the latest developments in the so-called "trade war," along with digested the latest developments in the so-called "trade war," along with recent retail sector data and Federal Reserve statements. statements from the Federal Reserve. Comments from Fed Chairman Jerome Powell contributed to the negative sentiment on the week. In a presentation to the Economic Club of Chicago, Powell noted that tariff hikes have been "significantly higher than anticipated" and that than anticipated" and that "the same will likely be true of their economic effects, which will include with their economic effects, which will include higher inflation and lower growth..."
April 15, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest Trump administration comments and recent inflation data. the latest comments from the Trump administration and the most recent inflation data. The week began with sharp declines in equity markets, extending the previous week's losses, amid pessimism over the new round of tariffs announced by the Trump administration....
April 8, 2025

Market Flash

During the week, yields on U.S. Treasury bonds retreated as investors processed President Trump's recent comments and the latest labor market data. On April 2, President Donald Trump announced the expected U.S. tariff plans. Beginning April 5, a 10% tariff will be applied to all countries, and higher tariffs for nations with which the U.S. has larger trade deficits will begin on April 9. China will face a 34% tariff, which will be added to the 20% already in force...
April 1, 2025

Market Flash

For the week, U.S. Treasury yields were relatively flat as investors digested the latest comments from President Trump and macroeconomic data reports released in recent days. the past few days. Donald Trump signed an executive order imposing tariffs on auto imports to the United States. imports of automobiles into the United States. The tariffs will go into effect on April 3 and, in a first stage, will apply to fully assembled vehicles. However, as of May 3, the...