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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Swift and Sudden

Five years past the COVID crisis and nearly three years past the last bear market, we are seeing similarly challenging financial markets. And no investor has an information edge.

  1. Did the week’s tariff policy developments bring any clarity to the equity markets?
  2. What triggered the Trump administration’s 90-day pause on implementation of tariffs on Wednesday?
  3. How might the weakening U.S. dollar and rise in Treasury yields affect the Trump administration's policy objectives?
  4. Can you reconcile the mixed signals between the hard and soft data on growth and inflation?
  5. What does the forthcoming earnings season portend for the outlook for corporate fundamentals?
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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

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