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Portfolio Rebalancing and Tariff Impact Considerations

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.

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Market Update – February 3rd, 2025

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.

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Market Update – January 27th, 2025

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.

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Market Update – January 21st, 2025

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.

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Market Update – January 13th, 2025

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.

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Market Update – January 6th, 2025

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.

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Market Update – December 23rd, 2024

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.

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Market Update – December 16th, 2024

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

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December: Bulls and Bears

October was a mixed month for markets, but our market cycle assessment remained bullish. Despite this reading, we maintain concerns that the market may be cooling from a bullish run.

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Market Update – December 9th, 2024

Stocks had a strong week, with the S&P 500 and Nasdaq Composite reaching new all-time highs, driven by a November employment report that exceeded expectations.

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