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Latest Research

Market Outlook – Toggling Tariffs re-inverts the yield curve

by | March 10, 2025 | Market Outlook, Research | 0 Comments

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World Wrap

by | March 8, 2025 | Research, World Wrap | 0 Comments

- Intl equities have opened up a sizable lead over key global asset classes after another strong week. U.S. equities are in the red YTD after falling more than 3%.
- While U.S. stocks are down YTD, 9 of 11 sectors remain positive for the year. The decliners - Cons Discretion & Tech - have weighed on highly concentrated indices.
- A powerful, broad rally swept across international markets. German stocks climbed more than 6%, reaching a new all-time high.
- Trade and tariff policy uncertainty weighed on the U.S. dollar and Treasuries, sending the dollar down 3.5% - its largest one-week drop since 2022.

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