May 21, 2025 S&P futures are down 0.7%, following Tuesday’s pullback that ended a six-day rally for the S&P 500. Notable laggards included the “Mag 7” tech names and travel-related stocks. Treasury yields climbed 5-6 bps, with the 10-year surpassing 4.50% and the 30-year topping 5%. The dollar index declined by 0.6%, while gold rose […]
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April 30, 2025 Markets remain in a holding pattern ahead of key Mag 7 earnings and a heavy macro calendar. Supportive factors include improving earnings (particularly around tariff mitigation), some easing in Fed expectations, and recent tariff relief headlines. However, trade-related growth risks remain significant, especially amid delays in striking multiple trade deals. Concerns about
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