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Tag Archives: U.S. dollar

Jun 5, 2025

Yippy Yields and Dollar Dilemmas

Equity markets have made a remarkable recovery following a turbulent start to the second quarter, with the S&P 500® closing out May up 6%. However, ongoing uncertainties surrounding tariffs and their inflationary impact, concerns about the fiscal deficit and potential shifts in foreign demand for U.S. Treasuries have weighed on the bond market, with the…

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Apr 1, 2025

Macro Madness

While U.S. basketball fans have been in the midst of March Madness, there has been no shortage of activity in global markets. Uncertainty over the policies from the new U.S. Presidential administration, stagflation concerns and, particularly, tariffs have weighed on investor sentiment, with the S&P 500® down 4% in Q1. While fans analyze various teams…

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