Tariffs starting to bite

U.S. stocks witnessed a positive week, with the S&P 500 index and the Nasdaq notching more record highs. A solid start to the second quarter earnings season and favorable economic data helped buoy sentiment and offset concerns about tariffs and Federal Reserve...

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Trade War rhetoric is tiring

Wall Street on Friday ended the week slightly lower, as sentiment was dented by trade war escalation. Still, U.S. stocks are at record levels, and the benchmark S&P 500 index this week posted a new intraday high of 6290.22 points. Donald Trump's tariff moves once...

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Markets are getting frothy

Wall Street on Friday posted its best week since mid May. The S&P 500 index notched a new intraday peak and record close for the first time since February. The Nasdaq Composite also achieved both those milestones for the first time since December last year. The...

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Looking ahead to 2H of 2025

Wall Street was driven by trade deals and a surprisingly strong June jobs report this week. On Monday, the S&P 500 index topped 6,200 points for the first time ever, ending a tumultuous and turbulent first half of 2025 on a high with a 5.5% advance. Donald Trump...

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Markets are looking for direction

Wall Street on Friday ended largely flat as the markets digested an escalating conflict between Israel and Iran and the Federal Reserve's monetary policy decision of the year. The fighting between Israel and Iran intensified this week, with both countries targeting...

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An uncomfortable rally in the markets

Wall Street on Friday posted its best monthly advance since November 2023. The benchmark S&P 500 index soared 6.2% for May, as markets recovered from Donald Trump's tariff shock delivered on "Liberation Day" in April. In terms of economic data, the highlights of...

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Tax cut kicks the “deficit can” down the road

An economy facing possible indigestion from big increases in tariffs now is contending with a second headwind: potential fallout from a rise in government borrowing costs. Earlier this week, Moody’s downgraded the United States’ credit rating, stripping the United...

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