The New Trade War: Lessons from 2018-2020 and What’s Next
By John Lau March 6, 2025 – Trade policies don’t always make headlines, but when they do, it’s usually because they’re creating disruptions. With tariffs expanding and global trade relationships shifting, the current landscape demands a closer look. Recent developments have introduced significant uncertainties for businesses, investors, and policymakers, and I felt it was important […]
February Recap: The Market Navigates Economic and Policy Uncertainty in February
Monthly Market Summary Stocks and Bonds Move in Opposite Directions Amid Market Rotation Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P 500’s decline erased most of its post-election gains, which had been driven by expectations for stronger growth and deregulation under the new administration. Smaller companies underperformed, with the Russell 2000 […]