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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

Broad and Reciprocal

Anticipation of the administration’s latest round of tariffs was top of mind for investors this week, though a plan released at week’s end brought relief via a longer-term timeline for implementation and the potential for continued negotiations. We discuss our outlook in this Weekly Five.

  1. Can you describe the Trump administration’s approach to tariff negotiations and its impact on markets?
  2. How might different implementations of tariff policy affect the inflation outlook in the longer term?
  3. How do this week’s data releases impact the Treasury market and the Fed’s policy outlook?
  4. What are the implications of a ceasefire between Russia and Ukraine?
  5. What are the key takeaways from this week’s Investment Policy Committee meeting?
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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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