Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Highlights from the week of February 7 – February 13, 2025.

Stocks and bonds increased as the macroeconomic environment offered a relatively positive narrative during the week.

Equities fell and the yield curve flattened as tariffs took center stage during the week.

Concerns on the economy, geopolitical policies and AI competition rattled markets this week. 

While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.

Inflation is cooling, the economy is resilient and starting yields offer a cushion against further rate volatility—there’s a lot to like about fixed income in 2025.

Robust economic data and expectations for fewer rate cuts this year hurt equities as bond yields rose.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.