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Tariff Turmoil: Where Do We Go from Here?

Tariff Turmoil: Where Do We Go from Here?

Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits. China quickly retaliated, Europe may follow with tariffs of their own,...
Market Correction Perspective

Market Correction Perspective

U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop — the technical qualifier...
Tariff Turmoil: Where Do We Go from Here?

Tariffs Ignite a Metals Melt-Up

Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending. President Trump reinstated a full 25% tariff on all steel imports — effectively closing any loopholes and...
Tariff Turmoil: Where Do We Go from Here?

U.S. Exceptionalism: Is It Still Intact?

With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism. Ever since the...
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