Equities rallied on AI news and reduced tariffs between the U.S. and China May 19, 2025 Trade tensions eased and drove an equity rally, but the Moody’s downgrade over the weekend may change the narrative.
No surprises from the Fed but easing trade tensions impacted markets this week May 12, 2025 U.S. equities and treasury yields were mixed as odds of a June rate cut fell due to the unknown impact of tariffs on inflation and solid labor.
Further signs of deescalating trade/tariff tensions eased market concerns this week May 5, 2025 The S&P 500 returned to pre-Liberation Day levels while yields rose on lower rate cut expectations.
Stocks and bonds rose over the week as trade tensions and pressure on the Fed eased April 28, 2025 Trade remained the focus for markets although fears lessened throughout the week, helping to lead the markets higher.
Lower-than-expected inflation drove the markets last week July 15, 2024 Lower-than-expected inflation numbers drove a rotation from large growth toward small value stocks and a sharp drop in short duration bond yields.