COMMENTARY: Bloomberg screens this week should have had background music playing UB40’s song Red, Red, Wine. The primary driver of this week’s sell-off was the start of a tariff war that the administration believes will level the import/export playing field in the future. Investors clearly don’t like uncertainty, as the S&P500 fell 9.0%, bringing every […]
Performance Summary: Week Ending April 4th, 2025 Read More »
April 2, 2025 The rotation out of US Stocks has hit its first potential pivot point at the start of April. The S&P 500 is retesting March lows after the end-of-month rally got snuffed out at the 200-day moving average last Friday. The rally came at the expense of ex-US equity performance. The chart below
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 as we start April. S&P 500 April Outlook
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Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Consumer Discretionary Sector as we start April. Consumer Discretionary Sector April Outlook
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Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Industrial Sector as we start April. Industrial Sector April Outlook
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