How Did You Enjoy The Play Mrs… – March 10, 2025
March 10, 2025 Good morning, There is some more market weakness this morning (Futures off -1.40%) on DJT’s weekend mention of a transition period for the U.S. economy. It is being interpreted as a euphemism for a recession. It also suggests that he is willing to accept a period of economic underperformance in pursuit of policy goals, […]
Economic Commentary – March 10, 2025
It is a measure of how worried investors are about economic growth when Fed Chairman Powell pushes the equity markets UP by signaling no that interest rate cuts are coming any time soon. A few short months ago, this message from the Fed would have been viewed as a cold, wet blanket on a smoking hot […]
Investment Commentary – March 10, 2025
Equities The S&P 500 returned -3.1% as uncertainty over tariffs and weak economic data roiled markets. The U.S. dollar saw its longest losing streak since last September, ending the weak down 3.5% while treasury yields climbed amid worries that tariffs would spark inflation. The ‘Magnificent 7’ stocks again dragged on the market, returning -4.5%. Financials […]
Proactive Strategies to Guard Against Wealth Planning Risks During Market Volatility
Staying Ahead of Volatility Even with seemingly stable economic data and company fundamentals, there’s an undercurrent of fear and uncertainty that may lead to further market volatility. It’s important to stay alert during these turbulent times and proactively guard against risks. One area to review is leverage in the form of margin loans and pledged […]