by Luke Demjen, CFA | Aug 13, 2025 | Market Updates
July 2025 marked a pivotal month for financial markets, as the Trump administration unveiled a series of trade agreements alongside the enactment of the One Big Beautiful Bill Act (OBBBA). The developments provided investors with a clearer sense of policy trajectory,...
by Luke Demjen, CFA | Jul 14, 2025 | Market Updates
The Month of June saw market volatility driven largely by geopolitical instability and trade policy shifts. The markets were initially rattled by escalating tensions in the Middle East and uncertainty surrounding U.S. tariff policy. Despite these headwinds, the month...
by Luke Demjen, CFA | Jun 6, 2025 | Market Updates
Global equity markets extended their recovery in May, continuing the momentum from late April. This resurgence was largely driven by a notable improvement in investor sentiment from a more constructive tone in negotiations between the U.S. and China, as well as the...
by Luke Demjen, CFA | May 7, 2025 | Market Updates
The financial markets experienced significant turbulence in April, largely driven by changes in US trade policy. Early in the month, President Trump announced a series of tariffs that were broader and more severe than anticipated. This announcement led to a sharp...
by Luke Demjen, CFA | Apr 7, 2025 | Market Updates
Coming into the start of the year, many investors were optimistic that the 2024 trend of US exceptionalism, where US stocks outperformed their global counterparts, would continue. The newly elected Republican administration and their “America First”...
Recent Comments