Markets and Economy Above the Noise: Will policy uncertainty harm the US economy?
While the setup for markets was good coming into 2025, they’ve struggled as investors assess ongoing changes to the US policy approach.
March 28, 2025
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Markets and Economy Purchasing Managers’ Index: What is a PMI?
A Purchasing Managers’ Index (PMI) tells economists and investors whether the manufacturing and services sectors are contracting or expanding.
March 27, 2025
Markets and Economy Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
March 25, 2025
Markets and Economy On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
March 18, 2025
Markets and Economy What is a recession, and how could it affect investors?
A recession is a meaningful and lasting decline in economic activity that could include lower GDP, employment, and spending.
March 17, 2025
Markets and Economy Tariffs rattle stock markets, but long-term impact is unclear
Recent history has shown that protectionist measures can hurt short-term economic growth but may not create a long-term hurdle for markets.
March 14, 2025
Markets and Economy European stock markets surge as US stock market sags
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
March 11, 2025
Markets and Economy Markets adjust to a new trade war
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
March 5, 2025
Markets and Economy Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
March 4, 2025
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