Market Viewpoints

“Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts.”

“Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table.”

We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.

Stocks have rebounded since Trump’s tariff backpaddling and concessions. But there are still signs of strain in the bond market.

Tariffs are once again thrust into the spotlight.. However, there is a silver lining: Bond market volatility is not showing signs of stress