Monthly Market Update – May 2025
Resilience Since the beginning of May, both the U.S. stock market and the broader economy have shown notable resilience and growth, driven by several key factors. A significant contributor has been the easing of trade tensions between the U.S. and China, marked by a 90-day reduction in tariffs. This development has bolstered investor confidence, leading […]
Monthly Market Update – February 2025
Inflation and Trade policy concerns Inflation remains in the headlines, though the data was not as bad as the headlines sounded. In January, consumer prices rose more than expected, with CPI increasing by 0.5% and core CPI by 0.4%(1). Despite worried headlines about the sharper than expected rise, the “January effect” of regular seasonal adjustments […]