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Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.

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Weekly Market Commentary

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.

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Research

Global Portfolio Strategy | October 5, 2022

The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.

Client Letter | Could the Worst be Behind Us? | October 5, 2022

Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased borrowing costs.

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Market Watch

Recent Posts

Market Correction Perspective | Weekly Market Commentary | March 17, 2025

Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.