Trade and Jobs This week marks a critical juncture for financial markets, with two major storylines set to converge: The implementation of broad-ranging tariffs and the Friday jobs report. Investors seem more focused on the former – which President Trump has referred to as “the big one” – but both have the potential to move…Read more
History as a Guide With just a few days left in the first quarter, the euphoria investors generally felt coming into the year has been zapped. The S&P 500 briefly fell into correction territory on March 13, dropping 10% from its recent peak before rebounding a bit.That has rattled some investors, who may have grown…Read more
Eye of the Storm After several weeks of heightened activity driven by economic data, policy uncertainty and central bank decisions, markets might be in for a relatively quieter week ahead. There are few high-impact economic indicator releases or major earnings announcements scheduled, which creates space for investors to digest recent developments before the next wave…Read more
