Less bad—that’s a simplified though admittedly rough way to describe the trade and tariff landscape and its broader impact on stocks. This sharp rise in tariffs reflects a major shift in U.S. trade policy that’s aimed at addressing trade imbalances and encouraging domestic production. It may also have significant implications for inflation, supply chains, and […]
Tariff news is ‘less bad’ Read More »
This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. If I had to choose a single word to characterize what single-handedly
2025 Markets: The First Half in Numbers Read More »
Aggressive tariff policies triggered significant market volatility amid a sharp early April selloff, which was followed by a sharp rebound when the most severe tariffs were delayed. More recently, the market’s relatively muted reaction to tariff headlines suggests that investors are anticipating a reduction in trade tensions. At the very least, they do not foresee
Stocks rebound amid tariff threats Read More »
What is a tariff? The International Trade Administration defines a tariff as “a tariff or duty (the words are used interchangeably) is a tax levied by governments on the value including freight.” This tariff, or tax, is “paid to the U.S. Customs and Border Protection Service at the border by a U.S. broker representing a U.S. importer,