US Labor Market: Balancing Growth and Uncertainty
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market…
Markets Set Record Highs
By Keith Gangl The first half of 2025 is now in the books, and it proved to be a memorable period for investors. As June ended, the stock market, as…
Momentum In International
By Tyler Ellegard After years of US stock market dominance, international stocks are staging a comeback in 2025. So far this year, international developed and emerging markets have outperformed their American…
Bounce-Back May
By Keith Gangl Following a volatile April, May delivered a remarkable turnaround with normalized volatility and impressive stock market returns. The Wall Street adage of "sell in May and go away"…
Spring Swings
By Lisa Schreiber As we are entering the warmer months of the year, investors experienced some April-like weather in the stock market last month. Adding to the uncertainty, one of Wall…
Market Volatility In April
By Keith Gangl April is one of the shortest months in the calendar year, yet the market volatility made it feel extraordinarily long. As we discussed over the last few months,…
Art of the Deal or Economic Uncertainty: Analyzing Trump’s Tariff Strategy
By Keith Gangl The speculation about potential tariff impacts on the US economy and markets has been pervasive since February. President Trump’s April 2 announcement, proclaimed as “Liberation Day,” surprised markets…
To Everything, There is a Season
By Jeremy Bryan Markets are facing a season of change in how Washington manages trade policy with other countries and how that change will influence future consumer spending and business growth.…
The Impact of Tariffs
The US stock market, as measured by the S&P 500 Index, reached an all-time high on February 19 of this year but has since retreated amid escalating tariff tensions and…
Markets and Washington
DOGE. Tariffs. If you have been listening to the financial news at all in 2025, you have certainly heard these words many times over. The events in Washington are dominating…
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