Markets tumbled last week as newly announced tariffs far exceeded expectations, sparking fears of rising inflation, slowing global growth, and increased recession risk. Economic data painted a mixed picture.

Stocks fell last week as new auto tariffs and inflation concerns pressured markets. Personal income increased, but spending lagged, pushing the savings rate higher.

Stocks posted modest gains last week as the Fed held rates steady. Even with signs of slower economic growth, markets responded positively, focusing on the Fed’s expected rate cuts later this year.

Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.

Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.

Markets ended the week lower, with both the S&P 500 and Nasdaq posting losses. Inflation remained a concern, complicating the Federal Reserve’s ability to cut interest rates further. Consumer confidence plunged in February, jobless claims rose to a four-month high, adding to slowdown indicators.

Markets cooled down last week as weak guidance from Walmart heightened concerns about a potential slowdown. Existing home sales showed record-high prices for the month of January. Meanwhile, Q4 earnings remained broadly positive.

Stocks climbed last week despite hotter-than-expected inflation and softer retail sales, as investors took comfort in the apparent delay of additional tariffs. January CPI and PPI data reinforced concerns about persistent inflation, particularly in food and energy, raising expectations that the Fed may keep rates higher for longer.

Stocks fell last week as weaker-than-expected job growth and a sharp drop in consumer sentiment, driven by tariff-related inflation concerns, overshadowed a slight decline in the unemployment rate.

We understand that many of you are concerned about the potential impact of proposed tariffs and how they might affect your financial goals. In response, we’ve prepared a brief paper outlining the key considerations surrounding tariffs and their potential implications for investors.

Markets declined last week amid concerns over China’s technological advancements and renewed tariff tensions. The Federal Reserve held rates steady in its January meeting, citing inflation risks, while GDP growth for Q4 came in at 2.3%, slightly below expectations. Consumer confidence weakened in January, and personal spending outpaced income growth, leading to a decline in the personal savings rate.

Last week, economic data was subdued as attention shifted to President Trump’s inauguration, executive orders, and Q4 earnings season, with the S&P 500 reaching new all-time highs.

Markets found encouragement last week as falling yields and softer-than-expected core inflation lifted sentiment. December’s CPI and PPI reports showed inflation easing in several key areas, supporting hopes for stable prices, though inflation remains above the Federal Reserve’s 2% target. Retail sales and housing data painted a mixed picture.

Stocks declined last week, driven by strong labor market data that raised concerns the Federal Reserve may cut rates less aggressively in 2025. Meanwhile, consumer debt outstanding declined year-over-year, as high interest rates on items like car loans persist.

The first week of 2025 began with equities posting modest losses amid sparse economic data, while bonds saw slight gains. Recession indicators remain mixed, with bearish signals from manufacturing and leading indicators, countered by bullish trends in the services sector and labor market.

Heading into the holidays, the week brought a mix of key economic updates and market turbulence. The Federal Reserve cut rates by 25 basis points but surprised investors with a less aggressive outlook for rate cuts in 2025.

Markets were mixed this week as November inflation data came in hotter, raising concerns about the slowing pace of disinflation.