Market Update - August 25, 2025

August 25, 2025 |St. Louis Private Wealth
Good morning, Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. This has sharpened attention on corporate financial results and guidance, as investors look for insight on how firms are navigating...
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Market Update - August 8, 2025

August 11, 2025 |St. Louis Private Wealth
Good morning, As we’ve highlighted in recent letters, this summer has been far from quiet. Markets remain sensitive to a steady flow of headlines, many of them tied to evolving trade developments, which continue to shape investor sentiment. Meanwhile...
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Market Update - July 29, 2025

July 29, 2025 |St. Louis Private Wealth
Good morning, As we’ve noted in some recent letters, the typically quiet nature of the summer period has been anything but. A steady stream of headlines―many trade-related―continue to command the attention of financial market participants. Meanwhile,...
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Market Update - June 27, 2025

June 27, 2025 |St. Louis Private Wealth
Good morning, It has been an eventful few weeks. A significant escalation of conflict between Israel, Iran, and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets...
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Market Update - June 16, 2025

June 16, 2025 |St. Louis Private Wealth
Good morning, Global equity markets had been trading near all-time highs, benefitting from a relatively quiet period on the trade front. But some volatility resurfaced in the wake of an escalating conflict in the Middle East between Israel and Iran. It...
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Market Update - May 30, 2025

June 02, 2025 |St. Louis Private Wealth
Good morning, Global equity markets continue to grind higher on the back of the trade war de-escalation. Moreover, a U.S. federal court recently ruled that President Trump had overstepped his authority in using an emergency law to impose tariffs, leaving...
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Market Update - May 16, 2025

May 16, 2025 |St. Louis Private Wealth
Good morning, Global equity markets continued to march higher recently on the back of the de-escalation of the trade war. We discuss recent developments in this ongoing saga. We also return to a question that was on our minds well before the trade war...
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Market Update - May 14, 2025

May 14, 2025 |St. Louis Private Wealth
Good afternoon, After multiple escalating and de-escalating headlines in recent weeks, here is where we stand today with respect to tariffs and highlight several future considerations to keep an eye on. What are the most news-worthy events with respect...
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Market Update - April 17, 2025

April 17, 2025 |St. Louis Private Wealth
Good morning, What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception...
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Market Update - April 4, 2025

April 04, 2025 |St. Louis Private Wealth
Good morning, Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the...
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