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Weekly Viewpoint

Our Weekly Viewpoint offers observations and insights into equity market performance, including key economic data scheduled for release in the upcoming week.


 


April 14, 2025

Tariff Delay Leaves Stocks Higher on the Week

The S&P 500 finished the week higher, with the bulk of the gains coming in a single session after President Donald Trump announced a 90-day pause on higher reciprocal tariffs that hit dozens of trade partners, while raising duties on China to a collective 145 percent.


April 07, 2025

Tariffied

The S&P 500 finished the week sharply lower, posting its worst weekly loss since March 2020 when the broader market index fell by nearly 15 percent.


March 31, 2025

Will “Liberation Day” Mark a Peak in Uncertainty?

The S&P 500 finished the week lower, its fifth weekly loss in the past six weeks, leaving March on track to be the stock market’s worst month since September 2022.


March 24, 2025

March Madness Continues

The S&P 500 finished the week higher, breaking a four-week losing streak.


March 17, 2025

Tariff Tantrum Continues

The S&P 500 finished the week lower and has now declined in six of the past seven weeks as tariff related uncertainty, federal government layoffs, and funding cuts have rattled sentiment and ignited worries over a potential recession.


March 10, 2025

Fear Outweighing Fundamentals

The S&P 500 finished lower for a third straight week, reflecting fears over softening economic growth, uncertainties around President Donald Trump’s volatile trade policies, and worries over the sustainability of the AI trade in the wake of growing competition from Chinese companies.


March 03, 2025

Uncertainty Denting Investor Sentiment

The S&P 500 finished lower for a second straight week reflecting building worries about softening economic growth, an underwhelming earnings report from AI bellwether Nvidia, geopolitical tensions, and concerns over the impact tariffs will have on growth and inflation.


February 24, 2025

Worries Over Economic Growth Weigh on Stocks

After closing at a new all-time on Wednesday, the S&P 500 finished the holiday shortened week modestly lower.


February 10, 2025

Tariff Uncertainty Keeps Investors Close to the Sidelines

The S&P 500 finished the week little changed as investors digested the threat of tariffs and mixed economic and earnings reports.


February 03, 2025

DeepSeek Crashes the AI Party While Fed Says It Is in No Hurry to Cut Rates

The S&P 500 finished modestly lower after a brutal start to the week, but gained 2.7 percent overall in January, the best start to a New Year since 2023.

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